Our financial planning process
.01
Discovery Session
We meet to discuss your needs and to make sure each of us feel comfortable that you will receive value out of the financial planning process.
This meeting can take up to an hour and we will talk about what has motivated you to seek advice, what your goals are and look at a snapshot of your current situation, to determine if we are a good fit to move forward.
.02
FIRST MONTH FAST TRACK
We will work through your financial details and create an actionable financial plan. This will include:
Your current position and goals. An additional meeting to ensure we have accurate financial information and to further break down your goals and objectives.
Your strategies. Our financial plan will isolate specific strategies tailored to you and show you the expected outcomes of each. You will have the chance to ask as many questions as you need to ensure that understand the plan and that we are travelling on the same page.
Implementation: We may carry out the recommendations for you or assist you where needed to action these yourself, depending on your needs.
.03
CHECKing-IN
The financial plan is only the first step. We will communicate with you until implementation is complete to ensure you are comfortable with the changes we’ve put into place. We will then put into place an ongoing review program, to ensure that your plan remains on track, and in line with your goals.
Ready to take action?