VirtualSage™ In A Nutshell
VirtualSage™ by Canfin is an alternative way to communicate with our prospective and existing clients who prefer to have a more arms-length relationship a platform where we offer pure Advisory, Planning and/or Periodic Monitoring services for a fee using the phone and computer to meet.
First session with VirtualSage™ is always Free/Complimentary and at no risk to the client in order to understand their specific goals and objectives.
This Fee is a method of compensation where a CFP or RRC professional is paid directly by the client for engaging us in Planning, Advisory and/or Periodic Monitoring capacity of their wealth management affairs.
The nature of the services will always be explicitly expressed in the form of a written Letter of Engagement (LOE) of the Financial Plan, Retirement Plan, etc.
The scope of our work upon which a Fee –For-Service will be established will always follow the steps below:
|Component||Included in Fee|
|Formulation of Strategies and Recommendations||Yes|
|Implementation of Product/Services
*if mutually agreed by Planner and Client
|Post-Implementation Periodic Monitoring Services
**at a pre-established monitoring or hourly fee + applicable taxes
Make a clever career move...
Committed to providing solutions for your future needs.
Click here to Login to View Your Account