The Planning Process

Our Seven-Step Planning Process

Sirus Resources, Inc. provides fee-only, hourly advice on an as-needed basis. There is no long-term commitment or minimum retainer fee. We do not accept commissions or third party compensation in any form.

Peace of mind and long-term financial security start with a customized plan. We use a highly interactive seven-step structured approach to produce your plan.

Step 1: Initial Inquiry

After reviewing the information on this web site, call us at 609-426-0413 or email for a no-obligation Get Acquainted Meeting, then download the Confidential Questionnaire. (Click on the Client Forms button to the left.)

Completing the questionnaire helps you pull together all of your financial information into one place - an important first step.

Step 2: Get Acquainted Meeting

This is an opportunity for us to exchange information about your needs and objectives and to discuss which of our services are right for you. We will also provide an estimated fee quote.

If you decide to engage our services, we will give you a list of additional information that we will need to begin formulating your financial plan. One half of the estimated fee is due at the time of the engagement.

Step 3: Data Gathering and Initial Preparation

You will be asked to gather financial data and complete a cash flow worksheet and risk tolerance questionnaire. When we receive your information, we begin to review and develop your financial plan.

Step 4: Interactive Goal Setting Meeting

We discuss the information you have provided so far. You have another opportunity to clarify your current situation, financial goals and objectives.

Step 5: Analysis and Plan Formulation

We analyze the information provided and perform any required research needed to prepare your financial plan. We produce the final report including observations and specific recommendations.

Step 6: Presentation of Your Financial Plan

Your customized financial plan is designed to meet your goals and provide you with financial peace of mind. During the presentation meeting we will review all aspects of the plan with you, making sure that you fully understand the recommendations and instructions for implementation. Full payment for actual fees incurred is due at the conclusion of this meeting.

Step 7: Plan Implementation and Follow Up

Taking prompt action to implement your plan is crucial to reaching your financial goals. Your plan has been designed to allow you to carry it out without the need of incurring the cost of ongoing professional fees. However we will gladly answer any questions you may have and refer you to other professionals for any additional assistance you require.

Why Do It Now?

Procrastination is the greatest obstacle to success. Goals won't do you any good, and financial problems won't go away unless you take action. Sirus Resources, Inc. can help by providing you with easily understood recommendations and specific instructions for implementing a plan, which will enable you to reach your goals.