How we work with clients
How we work with clients
The financial planning process is built around six key steps. I will talk you through these steps at our initial meeting and give you a chance to ask any questions you have, but in brief, here’s how it works:
- We work out what you want to achieve. We look at your short, medium and long-term goals and why they are important to you.
- We collect together your financial data. We work through what assets and liabilities you have and create an accurate picture of your current financial situation.
- We use that information to evaluate your current financial position and how close you are to achieving your goals.
- Next, we develop your plan; a ‘route map’ to achieving your financial and life goals.
- The next key stage is implementing that plan. We make the changes that are needed to get you on track.
- To ensure you stay on track, we arrange regular reviews to monitor your plan and make adjustments where needed.This support is ongoing.
If you have questions about any other aspects of how I work, and how fees are calculated for these services, then please visit the FAQs page or get in touch.
The financial planning process is built around six key steps. I will talk you through these steps at our initial meeting and give you a chance to ask any questions you have, but in brief, here’s how it works:
Step 1
Together we work out what you want to achieve. We look at your short, medium and long-term goals and why they are important to you.
Step 2
We pull together your financial data. We work through what assets and liabilities you have and create an accurate picture of your current financial situation.
Step 3
We use that information to evaluate your current financial position and how close you are to achieving your goals.
Step 4
Next, we develop your plan; a ‘route map’ to achieving your financial and life goals.
Step 5
The next key stage is implementing that plan. We make the changes that are needed to get you on track.
Step 6
To ensure you stay on track, we arrange regular reviews to monitor your plan and make adjustments where needed. This support is ongoing.
If you have questions about any other aspects of how I work, and how fees are calculated for these services, then please visit the FAQs page or get in touch.
