ESPARZA'S SIX-STEP PLANNING PROCESS

 

Vincent Esparza III, CFP®, CLU has recognized throughout his career as a financial planner the importance of following a process in determining a client's needs and maintaining a successful customer relationship.

Largely based on the Certified Financial Planner Board of Standards, an independent professional regulatory organization that licenses individuals to use the "CFP" marks, Mr. Esparza looks to use the following "Esparza's Six-Step Process" in working with his clientele:

 

  • Initial Client Meeting
  • Discovery
  • Education
  • Implementation
  • Delivery
  • Monitor, Update, Rebalance