Discovery (getting to know you)
Every person is different, with his or her own unique goals and objectives. Whether it is planning for retirement, saving for a child’s college, or protecting loved ones from those unforeseen losses, no two clients are alike. That is why, at NFC, we believe it is essential to get to know you first. We listen to you, to understand your current situation and concerns, in order to help you reach your personal goals and dreams. At NFC, our client centric process revolves around you.
- Detailed Documentation Review
- Face To Face Meetings
- Unique In-Depth Client Discovery Process