What Makes the Fox Financial Planning Network™ Process Unique?
Over the years, Deborah has created her proprietary planning process after speaking to and studying literally dozens of successful financial advisors who provide financial planning services. Her process is constructed in such a way that an advisor can deliver services in a consistent, yet highly personalized manner. Most importantly, the client participates in the process throughout and there is great emphasis on implementation along the way so that once the initial engagement is complete, the client has a fully implemented comprehensive financial plan according to their values. The first year of services becomes a launching pad for planning during the subsequent years. The Fox Financial Planning Network™ delivers a process that enables you to be your client’s trusted advisor year after year. A financial plan is always a work in progress. It will provide the support and techniques you need to deliver value and results to your clients on a continuous basis. Also noteworthy, as Deborah w
