1) Initial Consultation:
A no cost, no-obligation consultation at your home or business – I will come to you! At this consultation we will:
- Work out your goals and objectives to see how I can assist,
- Agree on next steps
- Provide you with associated costs and services
- Complete a detailed fact find.
2) Your Plan
I develop strategies and select products that are most appropriate to you, and compile this information into your unique financial plan.
I’ll sit down with you and present your unique financial plan. We’ll go through the plan together in detail and I will explain all of the aspects in detail so that you understand every aspect. Once you are happy with all of my suggestions, we then agree to proceed.
After you agree to proceed, I go away and implement all the strategies. I take care of the administration, paperwork and all of the follow-ups until all the strategies have been put in place.
5) Ongoing Service:
If you wish, you can take part in the ongoing service program to review your wealth plans and financial strategies on a regular basis. This ensures that your plans stay up to date and continue to meet your goals at every stage of your life.