Financial recovery specialists use our recovery planning process, a cooperative, iterative method, to take into account all facets of a client's circumstance while developing recovery planning strategies and offering recommendations. Your designated CLA expert is aware that the initial phase of any planning engagement is conducting a thorough review to determine where you stand before collaborating with you to establish your goals. Your designated CLA expert can then assist you in developing a plan aimed at achieving your goals, lead you through it, and then assess your progress over time. Although not every relationship is the identical and your plan may change as your life evolves, a CLA expert has been educated to follow this procedure.