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The Process > The Team > The Fees
THE PROCESS |
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| Very few of our clients are looking to make a fortune - they've already done that. Rather, their personal mandate is making sure their wealth is preserved and managed responsibly.
Delegate to a professional manager. Alan conducts his business with the same crisp management style you expect from your other seasoned managers. Your meetings with Alan will have clear agendas, objectives and action plans. Status updates are always relevant. Personal CFO Client Management Process This process is a series of five meetings precisely orchestrated to result in the best solutions for manager and client. Figure 1: CCM Process 
Step 1: Discovery Meeting
After this meeting, the client and Alan decide whether or not to enter into a partnership. Step 3: Mutual Commitment Meeting
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| Blog of Alan's Articles | ||
Alan MacDonald, CFA, CFP Richardson GMP Limited |
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