Our Process

Our services are varied and reflect the changing economic environment. They include:

Effective consulting requires a commitment of time and talent combined with a candid exchange of information and opinion. It requires trust.  We believe trust is earned, not given. Therefore, we follow a process that allows our clients to measure our capabilities and judge our performance before they engage our services.  Our process follows a traditional consulting model:

Assessment 
Our advisors engage in an assessment process that gathers information about objectives, assets, liabilities, the business, investments, taxation, contracts, agreements and other pertinent data.
The advisors at Capital Analysts of New England, Inc. deliver a written executive briefing which contains an analysis of the information and recommends a scope of work.

Engagement 
The assessment document provides the owner with the information from which to compare the cost of our services to the benefits and to make an informed decision about working with us further. Our proposed fees are based on the complexity of the client’s situation or holdings, and the objectives to be achieved. At this time the client decides to engage our services.

Strategy Development 
In formulating appropriate means of helping to achieve the client’s objectives, the advisors at Capital Analysts of New England, Inc. work with the client’s lawyer, accountant and other advisors. In addition to creativity, existing advisors bring background information and continuity to the planning effort. Our advisors use financial modeling to develop and evaluate case design alternatives. They meet with the client regularly to discuss alternatives, explain options and refine the understanding of priorities.

Implementation 
The advisors at Capital Analysts of New England, Inc. do more than just give advice. They make sure the client’s decisions are implemented. They work as a project manager with all parties to coordinate implementation. This might include working with any combination of professionals, such as accountants, lawyers, securities brokerage firms, insurance companies, and banks. Their assistance with the implementation of the decisions is one of the most helpful and timesaving aspects of the services.

Monitoring
The advisors at Capital Analysts of New England, Inc. provide clients with periodic status reports, which summarize actions implemented to date and those yet to be accomplished. These reports identify issues that remain to be addressed and provide alternative solutions for each.

Capital Analysts of New England encourages clients to think about the future. By working together, we seek to develop a sound financial strategy that helps provide family security and business continuity for successful people and those they love.