Profectus Planning Process
Fee-Based Financial Planning
Profectus Financial Partners offers unbiased and holistic financial planning services for a fee. As fiduciaries, we put our client's interests above our own. The PFP planning process is comprised of three distinct phases.
- Profectus Personalized Plan
- We create a custom and holistic financial plan to help clients improve the odds that they will achieve a desired outcome under most foreseeable circumstances.
- Profectus Pathways
- We will work with clients to co-create an implementation timeline for each recommendation of the Profectus Financial Plan. (Exhibit: Profectus Pathways Sample)
- Profectus Perspicuity
- Financial Planning shouldn't be considered a one-time event. Annual planning improves one's understanding/clarity, improves the odds of staying on track, and improves the odds of achieving a desired outcome. Clients that choose to engage PFP for annual/recurring financial planning may be eligible to receive a discount from the initial financial planning fee.
Are you ready?
It only takes a few small steps to determine if the Profectus Planning Process is for you.
- Schedule an Initial Discussion