01Book a Matching SessionInitiate your connection request.
02Select CategoryChoose the module that fits your need.
03Choose preferred date and time of needIndicate when you need the connection.
04Complete Matching Request FormDetail your requirements and objectives.
05Submit RequestYour request is logged with a reference.
06Client receives submission confirmation by emailAutomated confirmation via EmailJS.
07CFP receives notification by emailThe team is alerted to review.
08CFP reviews the requestAssessment of fit and feasibility.
09CFP sends a Matching Engagement Notice with fee, scope, timeline, payment instructions and termsFormal proposal for facilitation.
10Client accepts terms by signing and returning the Service Contract AgreementEngagement confirmed upon signature.
11Client makes payment to CFP bank details onlyPayment unlocks the matching process.
12CFP confirms payment and identifies suitable professionals or opportunitiesScreening and shortlisting begins.
13CFP forwards the request only to selected professionals or relevant parties by emailCurated introductions are made.
14Professional confirms interest by emailThird-party expresses willingness.
15CFP introduces the client to the selected professional by emailFormal email introduction is sent.
16Client and professional proceed under a separate agreementDirect engagement begins independently.