Please enable JavaScript.

Coggle requires JavaScript to display documents.

FinCHECK - Coggle Diagram

- - - - Ready for Review
        
        Intro > Proceed > Wrap Up
        
        Services Identified = General Cash Management Email
        
        Other Services
        
        EnRoute to Financial Balance Point
        
        Matrix Review
        
        Debt RES
        
        SHARE
        
        Other Svc
      - Q2 (FinPulse) Complete -> Report
        
        Set up MX
        
        Q3 Fact Finder - dynamic for any information not yet gathered
        
        Needs A-1 : Pre-March 2021
        
        A-1 status moves accordingly
        
        Client is updated in IDG and Reclaim status moved back to reclaim complete, fincheck stage moves to Q3 Incomplete
      - Mx (bank accounts, loans, credit, LoC, mortgage, income, expenses)