Our 6-Step Process | Zeal Financial Services

Establish client-planner relationship

We clearly explain and document the services to be provided to you and define both, our and your responsibilities.

Gather client data and create goals

We mutually define your personal and financial goals, understand a suitable time frame for results and discuss your risk exposure.

Analyse and evaluate your financial status

We analyse your assets, liabilities and cash flow, current insurance coverage, investments and tax strategies to assess your current situation and determine what you must do to meet your goals.

Create tailor-made solutions

We make financial planning recommendations that are targeted to meet your personal and financial goals, based on the information you provide and address any concerns.

Implement the plan

We carry out the recommendations and serve as your “coach,” coordinating the process with you and other professionals such as attorneys, accountants, stockbrokers or mortgage brokers.

Review and monitor progress

We establish a plan to monitor your progress towards your goals. We periodically review your situation and adjust the recommendations, based on what is appropriate for you and your circumstances.