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 to ensure that we gather all of the necessary information and nuances about your investment and planning requirements. This allows us to consistently give advice that’s in your best interest as we move forward together.
01
Stepping into Your Financial Future
Our first step is obtaining and confirming your basic data through an initial phone consultation to match 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 is to experience our world class customer service which includes individual access to your preferred account aggregation online portal and weekly updates.
