The 6 Step Process
To ensure that you benefit from your financial plan, we follow a 6 step financial planning process to make sure that we know exactly what you are looking for and that we provide you with a strategy that is achievable.
Step 1: Initial Meeting
The first meeting is a chance for us to get to know each other. I find out all about you and whether I can help you. You find out if we can do what you are looking for.
Step 2: Factfinding
We delve a little deeper into what you want to do in the future, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have.
Step 3: Analysis
I collate all the gathered information, construct an outline plan and draw up potential solutions.
Step 4: Presentation Meeting
The outline plan is presented to you, and together, we make changes so the plan is exactly as you want it.
Step 5: Implementation
After agreeing on the final structure of the plan, in order for it to work, it has to be implemented. We define who is responsible for what and set a time frame for implementing it.
Step 6: Annual Meeting
Life doesn’t go in a straight line. That is why we will have an annual planning meeting to make adjustments to your plan to ensure that you meet your goals.