How we work
Here's how we formulate the plan towards your goals
Our plan for you
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
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- 1 ABOUT YOU
We meet together to discuss your personal circumstances and your current financial situation.
- 2 YOUR GOALS & AMBITIONS
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
- 3 ANALYSIS
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
- 4 HOW TO GET THERE
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
- 5 IMPLEMENTATION
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
- 6 REVIEW THE PLAN & PROGRESS UPDATED
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
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