Perfect Timing Financial - Investment & Insurance Consulting  
Paul Shirer - Realize Your Potential Perfect Timing Financial - Investment & Insurance Consulting Perfect Timing Institute - Educational Initiatives




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10 Keys to Successful
Investing
The Perfect Timing Financial Process is designed to be simple and effective. Its main purpose is to act as an on-going, comprehensive template to continually ensure that your investment plan is structured and implemented in a successful manner. The Process involves 3 steps; the Application Process, the Disclosure Process and the Service Process.

Application Process:

  1. Agenda
  2. Financial Lifestyle Questionnaire
  3. Personal Policy Statement

Disclosure Process:

  1. New Client Application / Know Your Client
  2. Online Access Disclosure
  3. Investment Prospectuses / Information Statements
  4. Dual Occupation Disclosure

Service Process:

  1. Agenda
  2. Service Matrix

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