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Business description
How we work with clients
Discovery Through a complimentary consultation we ascertain your goals, objectives, and concerns (e.g. risk and taxes), set up a secure and confidential way for you to share information with us (e.g. estate planning diagram and tax returns), and extensively review that information. Design As a result of our analysis, we design a proposal. This proposal: a. Summarizes the challenges, concerns, and issues you shared with us initially and those we have discovered (NEEDS) b. Outlines our recommended solutions (PRODUCT MIX) c. Quantifies the benefits, costs, timeline to implement, and critical paths for each solution (PLAN OF ACTION) Implementation Upon retainer of Momentum Advanced Planning, we coordinate with our Advanced Planning Network and your advisory team to ensure timely implementat
General information
- Business Services Professional Services Management Consulting Services Marketing Consultants
Estimated number of employees: | 10 to 19 | |
City / suburb: | Chicago, IL | |
County: | Cook |
consulting services
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