Process

The Financial Planning Process

Financial planning isn't about predicting the future, it's about preparing for it. Life is full of unknowns and things so often change. Together we will create a plan to take into account your immediate and future needs, your aspirations and all the things that are important to you.  We will use powerful cash flow planning to bring to life the plan in a clear and visual way. 

The steps to successful planning can be seen below.

STEP ONE

Getting to know each other

Our first meeting is all about understanding you. The things that are important to you, your fears, your hopes. Understanding your current situation and your journey so far. It is the personal things that motivate you that will drive what we do and ensure your engagement in creating your plan.  

Meetings can be at your home at time to suit or in the office in Cheltenham if you prefer.

STEP TWO

Gathering the facts

Once we know the things that are important to you and aims you have, we can start to gather the facts on your current situation and existing plans and policies. We'll let you know what we need and help obtain the details. 

STEP THREE

Research & Analysis

Once we have gathered all the details, we will analyse current plans and policies and the details of your situation. We'll create an outline plan and discuss options with you. Engaging you in the process as much as possible ensures the plan is created together and focuses on what's important to you.

STEP FOUR

Recommendations & Presentation

A formal plan of action will be provided in writing and will cover all aspects that we have agreed. We will run through this together and answer any questions you have. 

STEP FIVE

Put the plan into action

Once we have agreed on the action to be taken, help and guidance in completing any relevant paperwork is provided. The aim is to limit the amount of input needed from you to set things up, that's our job. 

STEP SIX

Revisit and review

Things rarely stay the same for long in life and the one thing we can be sure of is change. The key to successful planning is to review things on a regular basis and adapt. Your thoughts, views, plans and circumstances may all change in future. We will therefore review the plan with you on a regular basis and provide ongoing support.

Let's talk...

Let's talk and find out what your future might be. Together we can create a plan, taking into account your immediate and future needs, your aspirations and all the the things that are important to you.
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