Introduction

Fintor’s Introduction to Membership Introduction

Educate • Advice • Support

Let’s Get Started!

A Process Designed For Success

Fintor’s Process To Helping You Succeed…

Introduction

Information Gathering

Onboarding Meeting

Strategy Meeting

Advice meeting

Implementation

Efficiency makes for Happy CLIENTS

Specialist Roles & Responsibilities

Introduction Manager

Advice Specialist

Client Service Manager

Don’t Wait

Let’s better your lifestyle!