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.