our tailored approach
The F3 Process
01
Flow.
02
fund.
03
forced.
The F3 Financial Process is designed to help individuals, families, and business owners develop a clear vision for their financial future. This process organizes our clients goals and priorities in order to create optimal short, intermediate and long term strategies. Our process hones in on cash flow, emergency/liquidity funds, and forced savings to grow, protect and distribute wealth. The path to maximizing financial potential begins with:
01
Info Gathering
F3 Capital and client get to know one another. The client shares their current financial situation and goals.
02
Analyze
F3 Capital analyzes this info with their team of specialists to prioritize and develop optimal solutions to the clients goals.
03
Recommendation(s)
F3 Capital presents solutions using verifiable data to show the clients the path towards maximizing their financial potential.
04
Modification
If needed F3 Capital takes the feedback from the client to make the necessary changes to previously presented solutions.
05
Implement
If the client is in agreement with the strategies presented F3 Capital completes the necessary paperwork and instructions to begin.
06
review
The strategies must be monitored at least annually to ensure client is happy and the plan is working.
07
Continuous Improvement