A Financial Planner typically works pursuant to an initial plan after an initial retainer is paid. As the overall plan continues, additional time is invested that the retainer does not cover. The plan is presented to the client who walks away with it and if he has all that he needs and decides not to pay the balance due.
Knowing where the assets exists as part of the plan, makes collection all the easier. Use our debt collection process to your advantage and let us work for you to plan a successful debt recovery.