The Financial Planning Process


The Discovery Meeting
Held at our expense, this allows us to start getting to know you, your current circumstances and future plans. We will also spend time explaining our services and how we charge for them. A full and transparent description of how we charge for each stage of our process will be provided before we commence any work on your behalf.
The Financial Plan
Together, we may consider that a comprehensive Financial Plan is necessary to fully understand your position. Using the detailed financial information that you provide us with, we will produce a plan which includes a projection of your Income and Expenditure over time as well as a picture of your Net Worth, both now and as you move through life.
The Presentation
Once complete, the plan we present to you will help us to illustrate any potential fixes needed to your current financial situation and identify the best courses of action as we move forward.
The Next Steps
There may be nothing to do immediately but as solutions are needed we will look to implement them for you. Your Financial Plan will form the basis of our on-going discussion. At each review meeting we will update it for any changes in your circumstances and refresh the projections to make sure that you stay on the right track.