What exactly is financial planning?
Financial planning is about understanding where you are today, where you want to be and then creating a plan to get you there.
It creates a roadmap for your finances, helping you map your progress towards your financial goals.
Getting to know you
To get started, we offer a no-cost/no commitment initial consultation to see if we are the right financial advisor for you. This is an informal chat to understand more about you and establish if we’re a good fit. We only work with clients where we can add significant value to their situations.
A financial health check
Our second meeting provides a health check of your current finances. It looks at where you are today and explores your goals for the future. By the end of this meeting, you’ll feel much more organised and in control of your finances.
Financial Planning meeting
We use financial planning software to show you how the decisions you make today will affect your future. We will create your financial planning report – which will show you if you’re on track to achieve your goals and what can be done to improve your position.
Making it happen
The next step is to put your financial plan into action. We will create a clear and concise plan of action. This will show you what happens next and who’s responsible for doing it. We will support you every step of the way, completing as much as possible for you.
Staying on track
Life is never straightforward, and your plan needs will need updating as your circumstances change. We’ll meet regularly to discuss what’s happening in your life and update your plan to reflect any changes. Our ‘open door’ policy means you know we’re here for you whenever you need us.
Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.