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Our Financial Planning Process
We will create a picture of a future you can look forward to with confidence and steps towards making this happen for you.
Extreme clarity, in just 6 steps.
The real job of a financial planner is to take you from a position of confusion about your future to a moment of clarity. We have a simple process that we use with everyone that does just that.
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Discovery
The first part of the process is where we spend time with you, listening to your big dreams, desires and challenges, and working out if we are a good fit for you and your family. This involves asking lots of big, open questions and learning as much as we can about you and your situation.
Analysis
Once we understand more about you, we go away and do some research about your financial situation and how well it is working for you at the moment. This allows us to paint a full picture of you and your money before we make any recommendations or changes in the future.
Build
With a clearer picture of you and your finances, we now work with you to build a plan for the things you hope to achieve. This involves you collaborating with us to build a real plan for your future that fits with your goals and objectives.
Recommend
After your plan has been built, we identify the gaps between where you are hoping to get to, and where you are currently, and recommend some changes to help you fill those gaps. This may mean moving things around in your financial situation, or opening new plans or products.
Implement
Once you have had a chance to digest, challenge and understand our recommendations to you, we make those recommendations happen. We will prepare everything for you, making sure that you are fully informed about any decisions that you are about to make.
Review
A real plan only works best when it is kept up to date and on track. We make sure to regularly meet you and hear about your situation to ensure that the plan is still working for you. If anything needs to be changed, we do this for you and show you how it affects your future plans.
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