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Our Planning Process

Article sections

    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
    A 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.

    in Personal Finance
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