Process
Now to Next
Now to next: helping you achieve your financial dreams
The Ameriflex Group has developed a comprehensive yet personalized process of getting to know your unique life scenario and defining your specific financial objectives and goals. Our Now to Next consultative process helps ensure we gather all the necessary information and nuances about your investment and planning requirements so that we can consistently advise in your best Interest as we move forward together.
01
Stepping into Your Financial Future
Our first step is obtaining your basic data and confirming through an initial phone consultation that there’s a good fit between your situation and needs with our services.
02
Defining Your Purpose for The Next Chapter in Life
Our next step is to conduct a comprehensive questionnaire (which is returned to us) followed by a face-to-face meeting to discuss, clarify and verify your financial specifics and circumstances in detail. Based on the outcome of this in-depth meeting, we will research, analyze and formulate a complete set of deliverable recommendations.
03
Knowing What’s Next; Building a Plan to Get There
The third step is to have a planning meeting in which your unique set of situational and financial recommendations are presented and discussed, along with action items, implementation, advisor fees and new client paperwork.
04
Ensuring A Rewarding Onboard Experience
The final step is you experiencing as a client our “world class” customer service including individual access to your preferred account aggregation online portal and weekly updates.
