Our planning process
Building your financial future
If this is our first time working together, you’ll want to know what to expect, especially at the beginning of our relationship.
The first few steps…
We’ll take you through a series of steps to understand your situation and establish a financial strategy.
This strategy brings clarity to your current financial position, sets out your ambitions and explains how close you are to achieving them.
It then outlines the steps required to ensure your financial plan helps you live your life the way you want to.
Get to know each other
Through a 30 minute call, we’ll get to know each other, discuss your concerns and agree if we can help you.
We’ll ask lots of questions about various aspects of your life. We’ll explain what we do, how we work and how we charge for our services.
By the end of this call, you’ll clearly understand the steps we’ll go through and will have enough information to decide if we can help you.
Exploring your situation in detail
This is where we start to build a detailed understanding of your life.
Over the course of a meeting with one of our financial planners we’ll get everything out on the table, including your hopes for the future and any concerns about what might get in the way. This is the point where we ask for information on your existing financial arrangements.
At the conclusion of this step, you’ll feel that we have a good grasp of your situation.
Ready to get started?Arrange your call
Communicating with you
As we work together, you’ll have access to our portal called the ‘hub’. This is our shared tool for communicating and sharing information securely.
As our relationship develops and your financial plan takes shape, the hub will give you a clear, uncomplicated view of your finances in one place.
A strategy to set direction
Using our financial forecasting tool, we’ll bring your current financial position to life, so you understand how close you are to achieving your life’s hopes.
We’ll explain the adjustments that are needed to ensure your finances help you to live the life you aspire to. At the conclusion of this stage, you’ll understand the strategy we’re suggesting.
If you are happy with your strategy, we’ll help make this a reality.
We’ll extend the strategy into a set of formal recommendations that we can, if you like, implement.
By this stage, you’ll know the direction you’re heading in, understand the steps you need to take to get there and trust us to be your partner in making these changes.
Just the beginning
Once your plan is set up, we can ensure you stay on track through our ongoing financial planning service.
We’ll meet at least once a year to review your plan, ensuring it continues to be relevant. We’ll manage your investments and keep you posted on progress.
You’ll receive regular insights and guidance from the team and, of course, we’re always here to answer any questions.
Are you ready to get started now?
If ‘sort out money’ is on your to-do list, chances are you’d benefit from a discussion with us. Let’s arrange a chat to see if we can help you.