ZAG steps

7. what should you add or subtract?

We should add the ability for young adults to have their finances in order without having to pay any initial fees. We should subtract the mystery of which paths to go down by adding a broken down step by step process that is explained each step of the way and tells the user which route to go and why.

1. who are you?

This is a process that provides clear direction on which financial paths first timers should take with their personal finances.

6. what makes you the “only”?

None of the financial institutions offer free, start off platforms for first timers with direct guidance onw hat they should do & why they should do it.

2. what do you do?

We provide millennials and younger generations with a platform that helps them not only understand their personal finances, but also guide them on informed decisons they should be making.

5. who shares the brandscape?

All major financial institutions offer information packets and helpful tricks of the trade.

3. what’s your vision?

Our vision is to eliminate the lack of interest, knowledge & investment that millennials and the younger generations have towards their personal finances.

4. what wave are you riding?

There is a very obvious and serious disconnect of millennials having their personal finances in the hands of financial institutions due to lack of financial knowledge, money for the services and overall lack of trust .

ZAG

8. who loves you?

We are loved by both the financial institutions and the millennials (also, gen z’s & younger) who will be benifiting from this process.

9. who’s the enemy?

Any financial institution that takes on this process and charges a fee to first time users.

10. what do they call you?

IFG process [initial financial guidlines]

11. how do you explain yourself?

14. what do they experience?

They experience a step-by-step guideline process that they can take and use as they wish. The process will be different for each participating financial institution.

We help young adults who are ready to start their personal finances.

13. how do people engage with you?

The process will be used by any financial institution who wants to use the process. once one institution uses it and word gets out about the process - all companies will be wanting to use the process. it is self marketing in its unique structure.

12. how do you spread the word?

We inform the major financial firms of this process and the extreme benefits to implimenting this process universally. each company can go about the process in their own branding ways. the process however, will always remain the same.

ZAG

15. how do you earn their loyalty?

The IFG process won’t be something that will need loyalty. It is a process in which is used and implimented into their individual platform. The process isn’t created to be used strictly to what it is, but instead a basis and baseline for changing the way of personal finances for a more financially stable and informed future.

16. how do you extend your success?

Like any process, things will evolve, grow and change over time with the economy, technology and the world as we know it. As these things are all constantly changing, the process will adapt to any major changes in these departments and make sure it updates as needed to accommodate these expected changes.

17. how do you protect your portfolio?

Gain legal rights to the IFG process and all that it embodies in multiple legal facets. It will be a process that financial institutions need to recognize they are using and that their platforms are following the IFG process guidelines to insure the users that they are not being slighted on any of the process (insuring they are meeting the same standards as alll other institutions using the process).