Our Process

Fendz works closely with individuals, institutions, and organizations alike enabling them to reach their financial goals. By following our simple, 3-step process we can help you Enrich your Lifestyle.

1. Plan: We begin by working closely with you to identify your current financial objectives, risk-tolerance, concerns, and situation. 

2. Design: Using the information gathered, financial software, and our expertise we will prepare a financial roadmap guiding you to your financial goals sooner.

3. Service: Once we have implement changes, Fendz will monitor market shifts and manage according to your financial roadmap and whatever detours may arise. Annual strategy meetings with our clients play an essential role in our management process.