Corie Jordan
Senior Financial Associate @Experior Financial Group
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WORK HISTORY
Senior Financial Associate @Experior Financial Group
Montreal, QC, CA
Meet with families and complete a needs analysis- We discuss/highlight what their immediate needs are - Provide recommendations and solutions - Create a simple, step-by-step action plan, customized to the client\'s current financial needs- An annual follow up - Reassessment (if applicable)
ABOUT CORIE JORDAN
Connecting, sharing and building relationships with people is my passion. I\'m a driven business owner determined to help families reach their short & long term goals. My greatest strength is learning & understanding the needs of others, thereby creating a simple step-by-step plan that\'s easy to follow. Creating a plan consists of: Identifying the their immediate goals Completing a Needs Analysis Providing recommendations and solutions based on the results of the analysis Assist in the building process, based on the client\'s desired course of action Expertises: problem solving, customer service, financial planning, debt elimination, business development, personal development, coaching
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