|Citadel's Wealth Management team, available through CFS, provides personalized service and recommendations every step of the way. Our
process begins with a CFS Advisor taking the time to really get to know you; your personal and financial goals, time-frame and risk assessment. It is a big-picture approach, where wealth strategies are tied to the financial goals and objectives you are seeking
to achieve. Then we step into our step by step process.
Analyze: An experienced CFS financial advisor will begin by gaining an understanding of your financial situation to define your personal and life goals, and to determine
your investment time frame.
We do the research and analysis, then educate and guide you in making those complicated financial decisions. We pinpoint what is required for you to stay on course to a healthy financial future.
Implement: The client and CFS Advisor will agree on how the recommendations will be carried out; coordinating the process with you and other professionals, such as
attorneys or accountants, if necessary
Monitor and Review:
A CFS Advisor will monitor your progress towards your goals and report to you periodically to review your situation and adjust the recommendations as your goals and objectives in life change.