In order to create a written blueprint for your future, we follow certain steps as part of an overall process. They are:
1. Understanding your goals
We learn about where you’re heading in life, and what your want to achieve and do.
When we have gathered your financial data, we identify how we can add value to your situation. You will be quoted a fee for preparation of a financial plan, based on the complexity of your circumstances and the intricacy of strategies.
2. Designing your financial strategy
We define your strategic direction, and in consultation with you evaluate alternative options, and create scenarios according to your particular circumstances. We then deliver our written recommendations. Your plan is particular to you, and designed to achieve your goals with the highest likelihood of success.
3. Implementing your action plan
Your plans start to become reality only when action is taken. We set timelines and responsibilities to set your plan into action. Our implementation specialists execute your plan with you in a timely manner.
4. Reviewing your progress
Your plan and progress need to be reviewed on a regular basis, given changes in life. Change could come from personal circumstances, investment markets, or government regulation. A regular review of your planning helps ensure you’ll achieve your financial and life goals.