Our Process
The Financial Planning Process
Our first priority is helping you take care of yourself and your family. Our financial planning process allows clients to have a clear understanding of their current financial position, discuss goals and objective and create a sound yet flexible strategy to achieve them. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success and we look forward to helping you achieve your goals.
Discuss
- Engagement Meeting: Identify financial goals and explain the benefits of financial planning.
- Data Gathering: Review client's questionnaire and prioritize goals.
- Time frame: One Week
Design
- Analysis & Strategy: Analyse and evaluate information from data gathering and design recommendations based on evaluation of information.
- Plan Presentation: Present and review plan with client to confirm accuracy of information and validate results.
- Time Frame: Two Weeks
Execute
- Plan Delivery & Implementation: Deliver plan and communicate recommendations to client. Move forward with implementation of strategies and products.
- Ongoing Review & Advice: Review and update on a periodic basis.
- Time Frame: Two to three Weeks