What To Expect

Below is the process we follow to get you started on your personalized plan:

Step One - First Meeting
At our first meeting we will define your financial goals and objectives. We will take the time to learn about you personally and your goals. This is an interactive process and we welcome your questions because we know trust is paramount when it comes to putting your mind at ease. We can meet with you at a time and place most convenient for you, whether it be our offices, your home or your office. You will then decide if you want to hire Cape Cod Financial Services, and Cape Cod Financial Services will then determine if you meet our qualifications as a client.

Step Two - Discovery and Analysis
You provide us with your personal financial data. We will study your current financial situation and analyze it in line with the financial goals we discussed at our initial meeting.

Step Three - Strategy
We will prepare a detailed plan and recommend strategies to work towards your stated goals. This often includes retirement planning, gift planning, risk management (insurance), tax and estate planning strategies. While we work with you we can also provide you with referrals to the appropriate professionals should further assistance be necessary.

Step Four - Consultation/Presentation
We will meet with you again to go over our recommendations. We will hear your concerns and make revisions to your plan as needed. We want to ensure that you understand your plan so that you can make informed decisions. We will then complete your formal plan.

Step Five - Implement Your Plan
Once your formal plan is established we work to implement your plan. We will direct you through the steps and actions you will need to take. We will serve as your representative if your plan requires contacting other financial institutions or firms. We will be your advocate if referrals to other professionals are required.

Step Six - Monitoring Your Plan
We will review your plan on a quarterly or semi-annual schedule and meet with you if necessary. Additionally, whenever new decisions are required due to changing tax laws, the economy, your personal financial status, etc. we will meet with you. Of course, we are always available to answer any questions you might have.