We don't have to tell you that selecting the appropriate firm to work with is a very important first step in planning to meet your financial goals. You want to select an organization that is both thoroughly competent and one you feel personally comfortable working with for the long term. Although we do occasionally accept limited engagements (i.e. Basic Financial Review Service or Insurance & Investment Analysis) our practice is primarily centered upon providing ongoing Family Wealth Management* services for clients wanting "full service" type relationships on a long term basis. This process of getting to know one another well enough to assure there's an appropriate "fit" is vital to our mutual success.

Eyeopen Consulting Pvt Ltd approach to personal financial planning is distinctly process-based. Our process is based fundamentally on six steps prescribed by, the Certified Financial Planner Board of Standards, Inc.

As Your Consultant in the Financial Planning Process We Will...

Join with you to define and establish a productive long-term partnering relationship based on mutual trust and respect. This step sets the stage for all that follows by clarifying expectations regarding both process and outcomes.

Work closely with you to gather a wide range of personal, business, and "non-business" information relevant to the development of your plan. Knowing which questions to ask and how to ask them is a key part of our professional responsibility to you.

Analyze your situation thoughtfully and assist you in bringing your long-term vision into clearer focus. Here we will help you identify, quantify, and prioritize a track of defined markers in the form of goals and objectives.

Create and communicate clearly to you a functional and flexible plan that is designed specifically for your case and that makes sense to you.

Facilitate implementation of your plan in certain areas of risk management, investing and estate planning, where our expertise and hands-on purview can add value. For aspects of implementation which are beyond the scope of our expertise or licensure, we will assist you as needed in locating and establishing relationships with qualified providers. Irrespective of the nature of our involvement in implementation, our primary duty is to you, as your independent, objective advisor.

Revisit the overall plan to check its fit as time passes and/or your situation changes to make any appropriate revisions. Measurably progressing through the track of defined markers established in the third step of this process will clearly demonstrate your success and comprise the accomplishment of your mission.