Client Experience
Plan, Design, Manage, Monitor and Educate So You Know What to Expect.
Plan
- Gather Plan Documents
- Establish Plan Goals and Measures
- Build Annual Calendar
Design
- Review Plan Design
- Conduct Provider Fee/Service Review
- Select Asset Classes
Manage
- Establish Fiduciary Governance Process
- Develop Investment Policy statement (IPS)
- Select Investments
Monitor
- Manage the Ongoing Committee
- Monitor the Plan Investments
- Conduct Plan Review
Educate
- Develop Employee Services Program
- Implement Financial Planning Campaign
- Collaborate with Other Advisors, Attorneys or CPAs