When it comes to helping you manage your business, your personal finances, or retirement planning, we can help you get started with us at no cost.
Our firm IS very different and we’d love you to experience what we do, and how we do it. We’re different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using. These proven processes will make a tremendous difference when you put them to work for you.
We know our business relationship with you is based on TRUST. We take that very seriously. In fact, we named our assessment tools… TRUST Assessments. We use TRUST with all our clients to really make sure we’re serving them well. And it’s a process you can use right now to experience Phases Business Management for free. You can’t beat that!
The assessment process is very simple:
- Choose one of the TRUST Assessment options, that most applies to your situation;
A. If you are a business owner, select our Business Improvement Assessment; this assessment focuses on general business issues.
B. Choose the Financial Planning Assessment (coming soon) if you’re interested in investments, wealth protection, retirement planning and estate planning.
C. Or choose the Individual Assessment (coming soon) if you have income tax, investment, insurance protection, savings or debt management needs.
- You’ll be taken to a sign-in page, where you’ll be asked to submit some details and create a user name and password for yourself.
Your user name can be anything you choose; your password needs to be 6-10
- Once you’ve finished working through the assessment, Click on Logout. We will
then send you the REPORT that TRUST generates as a result.
Enjoy the TRUST experience with Phases Business Management!