we work: The Decision Process
Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Our work covers three phases.
1. Development phase
In the Development phase our local and national design teams work together with our clients` decision-making team to gather data, isolate and quantify potential problems, and explore solution options. This effort combines our experienced staff with a diverse range of advisory specialists and product resources and Partners Financial`s national resources, including . . .
2. Implementation phase
Once our development team recommends solution alternatives, we perform a final analysis on the financial products that fit the plan parameters. Meanwhile, we coordinate with our clients` legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.
3. Management phase
Once decision consensus has been reached, the plan moves into the Management phase. That`s when we secure the necessary service agreements to monitor the results of the plan and respond to ongoing needs. We want you to feel assured that we sit on your side of the table for the long term.
The decision process begins with the right questions.