The First Step
The first step is your Initial Discovery Meeting, whereby we will complete your Financial Road Map. This allows us to help ensure that your future financial decisions, and the advice that we provide, are in complete alignment with your most important goals, and your most deeply held values. We discuss your situation and how we might work together, and this takes place at our offices, at our expense.
We then take time to put together your Financial Plan, which can include a report complete with financial health checks and forecasts too.
From here, we can begin to make specific recommendations, along with providing illustrations explaining the costs of any products.
Once we have agreed our recommendations, we can make the necessary arrangements on your behalf to implement the recommendations.
The result is that you benefit from having a fully-comprehensive Lifetime Financial Plan, and you can read more about these specific steps in our Letter of Engagement.
We follow a process that helps you plan for your future – which is why we provide ongoing advice too.
We love to provide ongoing planning with periodic reviews, where appropriate. We continue to review our progress, celebrate your successes and continue to ensure that we help you to achieve your goals for the reasons most important to you.
This includes ensuring that your underlying strategy and products continue to meet your requirements and remain appropriate in assisting you to achieve your goals – for the reasons most important to you.
We really want to help you achieve your goals, as laid out in your Financial Road Map, within the timeframes you set – along with the peace of mind that comes with having your financial house in perfect order.
You can read more about our ongoing service in our Letter of Engagement.