| The Client contacts Pension India |
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| A CFP near Clients place of residence or work contacts client in 24 hrs |
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| The CFP engages the client with a letter of engagement with full disclosures on fee charged & scope of engagement. |
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| The CFP helps the client to complete the 14 page questionnaire on information gathering. |
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| The goals are analyzed, client risk profile assessed, problems areas are discussed and construction of Financial Plan initiated. |
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| The Final Financial Plan is delivered in about 2 weeks accompanied by full disclosures on risks attached. |
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| Based on client’s written permission the plan is implemented. |
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| The plan is reviewed every 12 months & any commission earned during the period adjusted towards the review fees. |
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| Down Load Sample Financial Plan |
