Page 12 - SRCA FINAL PROFILE-1

SRCA
SRCA
Advisory
Advisory

Process
Process

Develop
Gather data and corporate
set goals and strategies and
aims of the financial plan to
clients help you
achieve your
goals.

Initial Meeting,
Discuss the SRCA Present
client’s goals Corporate
and define how Advisory Strategies and
we can assist Financial Plan
and the Process and agree how
associated to proceed.
costs.

Monitor and Work with you
Review your to implement
Corporate the Corporate
Strategies and Strategies and
Financial Plan Financial Plan
regularly