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2500 Dallas Parkway, Suite 495 Plano TX 75093         800-926-9136            

Our Process

For planning to be effective, it must be implemented. That's why the CPF Texas logo is a gold checkmark, the symbol of tasks accomplished along the way towards a successful goal.

In our work with clients, we create a personalized Action Register, with tasks identified, assigned, and targeted for completion by the client on specific dates. The commitment to follow-up and follow-through that we share with individual clients is represented by that gold check mark. Each client meeting includes a review of the Action Register to track progress in pursuing the client's goals. No item is checked off until the client advisor and the client agree that the action has been done.