Our Financial Planning Process
There are six stages in the full Financial Planning process:
- Determine your present financial and personal position
- Identify and prioritise your goals and aspirations
- Analyse the hurdles which are stopping you from achieving your goals
- Prepare a plan which details the strategies you need to use in order to achieve your financial and lifestyle goals
- Implement the plan, once you are comfortable with the recommendations
- Regularly review the plan to ensure it remains on track and properly reflects your changing circumstances