Our Planning Process
We outline the major steps in our comprehensive financial planning process below:
“No Obligations Meeting”
Assessing the fit between you and us
Collecting detailed data
Analysis and Preliminary Assessment
Where are you now?
What are the issues and opportunities?
Presentation of Preliminary Assessment
Agreeing what works for you and what does not
Development of Plan
Detailed look at all areas of the financial plan and make our recommendations
Presentation of Plan
Agreeing on the actions
Plan Implementation and Follow Up
Putting the Plan into action
Plan Monitoring and Review
What progress are you making?
Keeping on track.