There are numerous reasons why people seek financial guidance. Many people are looking for more financial order and control. Not knowing or understanding the wealth you have can feel unnerving, daunting and chaotic.
Our client journey will take you from feeling out of control to gaining control, and finally experiencing release; leaving you free from financial anxiety and able to enjoy life to the full.
Most clients we meet have a nagging feeling that their finances are a bit out of control.
We challenge you to “bring order to your financial chaos”.
Once you get your finances in control using our bespoke software, you will then feel in control.
And on a more serious note, your next of kin will be able to know where to find and take forward your financial plans.
You can then focus on what the money is for (spending, giving, investing, saving) and feel a sense of release.
Our client journey takes the following steps:
1. Our first meeting
The first meeting is a chance for us to get to know you, your needs, goals and concerns. We will also give you plenty of opportunity to ask questions and learn more about our services.
2. Analysis of your requirements
If you agree to proceed, we will then analyse your current financial arrangements. We will prepare a personalised solution based on the goals we have discussed with you.
3. Our second meeting
At our second meeting, we will review our recommended solution and your financial plan, as well as answer any questions you may have. We can then make any necessary adjustments.
4. Plan set up
Once you are happy with our recommendations, we will implement the new arrangements for you.
5. Ongoing Coaching and Annual Reviews
Our ongoing service ensures you stay on track to achieving your goals; it gives us an opportunity to review any changes to your situation and how they might affect your lifestyle and finances.
With big changes, we will compare “before and after”. For expected changes, we may run a “what-if” scenario, so you can see the impact of the change. We will also look at any shortfalls and review capacity for loss, as appropriate.