Structured Financial Planning process to help you achieve your goals

17th August 2011

Structured Financial Planning process to help you achieve your goals

We use a structured process to establish your goals and objectives, and then create a Financial Plan to help you to achieve them.
We provide an obligation-free, without charge initial consultation. If there is a fit between your needs and the services we offer, we will take you through our four step Financial Planning process.

Our process begins with a coaching session, where we help you to identify, quantify and prioritise your financial and lifestyle goals. We look at where you are today, what resources you have available and any blocks or barriers standing in your way.

Next we work with you to create your personalised Financial Plan. This involves exploring strategic solutions and helping you to organise your financial resources to achieve your stated objectives.

We ascertain your risk profile using a detailed risk profiling questionnaire and cash flow modelling to determine your risk tolerance, required risk and risk capacity. We then establish the most appropriate investment strategy to meet your needs.

You will be able to visualise the impact of different decisions via your Lifetime Cash Flow, an important component of your Financial Plan which we will regularly review with you to take into consideration any changes in your needs and circumstances.

Once your Financial Plan has been agreed, we will assist you in implementing our recommendations. This involves liaising with product providers on your behalf, ensuring all policies and arrangements are set-up as required.

We provide ongoing service and support and at agreed time intervals we will review your Plan and Lifetime Cash Flow, making changes as required. Throughout the process we will keep in regular contact and arm you with the information you need to make informed decisions about your future and your finances.

To find out how our Financial Planning process can help you to achieve your lifestyle goals and ambitions, please get in touch.