Our Process

Your personal CFO will provide you with the right solution that fits your lifestyle and financial planning. Our step
by step process makes it easy for anyone to achieve their financial goals. These steps include;

Step 1: Getting to know each other
Before making any kind of commitment, you have to be comfortable. In this stage, we will ascertain if we—you
or your family and our services—are a match. If so, we can continue on to next step.

Step 2: Determining your present state
As with any goal, the foremost task is not establishing the goal or even the steps the goal will take—the
foremost task is evaluating where you currently are. Here, we will assess your present financial position in
order to customize your goals according to your needs.

Step 3: Answering a confidential questionnaire
Our confidential questionnaire, which includes both dollar figures and subjective questions, will help us further
assess your financial state and make important decisions on what you need most and how we can best offer it
to you.

Step 4: Looking for pitfalls (debt management)
By examining your answers to our confidential questionnaire, we will identify any possible pitfalls. In addition to
overcoming any existing debt, we will help you create a financial plan to prevent possible pitfalls from further
burdening you or your family.

Step 5: Actualizing solutions
As well as providing strategies and tools for you become the financially successful family you strive to be, we
will keep records of your financial performance. You will always know where your progress is at any given time.

Step 6: Communicating with Financial Bodies
Never be in the dark again. We will keep the lines of communication open with your broker, bank, and any
other financial institutions.

Step 7: Being responsible
Every member of your financial team or family will take part in money management, helping each of you stay
involved. By helping you come up with an ideal spending plan for each member, you will be sure never to feel
lost and always in full control.

Call Us Today
For your complimentary, FREE no-obligation consultation and financial analysis, please call 909-614-4100 or
email us singh@benefitci.com for an appointment. We will explore with you the ways for you to potentially
maximize your wealth now. We look forward to serving you.

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