To provide a complete financial planning that gives clients the knowledge and tailored advice to enable them to feel confident about their futures. Through friendly personal service, continuous innovation, and holistic financial planning, we aim to change the way financial services are provided in Trinidad & Tobago by educating the public and making a positive difference in our clients’ lives.
Financial Planning
Fortitude Financial Services Limited offers holistic financial planning services to its clients. We focus on building client relationships through the following steps:
Ronald continues to remain a satisfied client of Fortitude Financial
Defining the client – planner relationship: ensuring that clients understand the role of their planner as well as their role in the process
Fact finding: identifying client goals and gathering data on current financial portfolio
Portfolio Analysis – identifying the gaps between the current portfolio and the required portfolio to meet goals
Presenting recommendations based on client’s risk tolerance and needs
Implementing plan
Annual review and adjustments if necessary
