OUR PROCESS
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Our process in different steps
Discussion to begin a relationship of mutual trust
During this discussion, prepare a list of questions and have in your possession the documents you would like to discuss. Do not hesitate to put us in touch with your existing professionals such as your accountant, tax professional and attorney.
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Analyzing your financial needs and determining your investor type, your goals and your personal priorities, Corporate and Financial
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Possible strategies for planning customized to your needs
Planning helps to properly identify your present and future needs, describe your desired goals, to find adequate means to achieve them, to make a financial forecast, to study the different scenarios and risks and then adopt a strategy better for your situation.
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Recommendations of the best solutions and strategies for you
The strategies developed and implemented by SAFJ are tailored to your situation and your needs then they aim to achieve your objectives. They therefore allow you to optimize your current and future financial situation.
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Running a chosen financial strategy
We are pleased to work with professionals in your network already in place. We will also be happy to refer you to trusted professionals being part of our network if you do not have one.
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Periodic review of your situation and the necessary adaptations
The periodic review of your situation is to perform current updates and to review your financial situation so as to make adjustments if necessary.
During this discussion, prepare a list of questions and have in your possession the documents you would like to discuss. Do not hesitate to put us in touch with your existing professionals such as your accountant, tax professional and attorney.
↓
Analyzing your financial needs and determining your investor type, your goals and your personal priorities, Corporate and Financial
↓
Possible strategies for planning customized to your needs
Planning helps to properly identify your present and future needs, describe your desired goals, to find adequate means to achieve them, to make a financial forecast, to study the different scenarios and risks and then adopt a strategy better for your situation.
↓
Recommendations of the best solutions and strategies for you
The strategies developed and implemented by SAFJ are tailored to your situation and your needs then they aim to achieve your objectives. They therefore allow you to optimize your current and future financial situation.
↓
Running a chosen financial strategy
We are pleased to work with professionals in your network already in place. We will also be happy to refer you to trusted professionals being part of our network if you do not have one.
↓
Periodic review of your situation and the necessary adaptations
The periodic review of your situation is to perform current updates and to review your financial situation so as to make adjustments if necessary.
Our financial analysis report
Following a meeting with one of our consultants , you will receive a complete financial analysis report which includes current and projected stock of your assets , budget, estimate your insurance needs and a detailed analysis of your retirement income and savings necessary.
Following a meeting with one of our consultants , you will receive a complete financial analysis report which includes current and projected stock of your assets , budget, estimate your insurance needs and a detailed analysis of your retirement income and savings necessary.
