OUR PROCESS

CFS Wealth Creators are powered by the Continuum Process

CFS Wealth Creators are a Wealth Advisory firm with a variety of clients, many of whom are professionals and business owners who have a wide range of needs and goals they aspire to reach. We have developed and refined a process to address and unify al l those needs and its cal led the Continuum Process. It focuses on where you are now, where you want to arrive and creates a “portal” which we work on step by step so you can one day step into your new future.

The Continuum Process focuses on the "Three A's":

1 - Aquire

What you want to accomplish?
What's important to you?

2 - Analyse

How wil l we get you there?
What services are best for you?

3 - Action

Financial Planning
Product risk assessment and fit
Ongoing, Continuous support
Building a lasting relationship

“It is literally true that you can succeed best and quickest by helping others to succeed.”

Napoleon Hill