Our Financial Advisory Process

Financial Planning with BlueAris

BlueAris’s process is simple and transparent, we strongly believe that concepts of Personal Finance are simple but some in the industry have made this complicated by injecting unnecessary jargons and terminologies thus confusing the common individual. We in BlueAris consider our duty and obligation to explain to you the complexities in simple terms thus giving you a peace of mind. As we’ve stated above, we are transparent and thus we lay out our simple process for you. Please keep in mind that this simple process may need additional steps should our client’s financial situation is complex. So here below is the flow chart:

BlueAris - Process flow chart

What Sets Us Apart | How We Help You Achieve Your Financial Life Goals

  1. Data Gathering/ Fill Questionnaire – Client provides BlueAris with his personal financial data. This data is confidential and never shared or discussed with anyone. This data is kept and stored securely.
  2. Evaluation (Data Analysis) – Data gathered is analyzed. We discuss what is important for a client and what does a client wants to accomplish both short and long term. We then do a follow-up discussion in a one-on -one discussion.
  3. Risk Analysis – Risk analysis is also performed along with data analysis – this is an important analysis that determines the risk tolerance of the client based on age and working years.
  4. Drafting a customized Financial Plan – Based on the Data and Risk Analysis, BlueAris drafts a customized Financial Plan that is based on client’s requirements and needs. There are actions that client need to take to accomplish both their short- and long-term goals.
  5. The customized plan is discussed with the client in a one-on-one discussion to ensure that client is on board with the plan.
  6. Once the plan is finalized, we work and encourage the client to implement the plan to gain maximum benefits of the devised financial plan. We will do a periodic follow-up with the client on an ongoing basis with the consent of the client to ensure they are on track.

Please feel free to contact BlueAris should you have any questions about our laid-out process. We are here to ensure that you get a satisfactory experience when you engage in Financial Planning with BlueAris.