Getting to know you
We devote our first meeting to getting to know you. At some point in life, we all need help planning for the future. We take all the time needed to understand you and to find out what is important to you.
Our mission is to provide “Clear, Financial Sense”. We will help you to create a financial plan to provide you with confidence and peace of mind for the future.
Why are you here?
We will help you to answer questions like:-
When will I be able to stop working.
How much money is enough.
How do I provide for my Family when I’m no longer here.
How do I create a financial plan that will take care of my financial future and allow me to live my best life.
Creating a plan
To provide our clients with “Clear, Financial Sense”, we create a Financial Forecast to demonstrate the current health of your financial plan. We also consider how the future is likely to affect your financial objectives and illustrate the likely long term health of your financial plan and how this will affect your loved ones.
Implementing the plan
Once we have created your plan with you and you are happy with it we will take the necessary actions to put this into place. Many plans fail, simply because they do not begin in the first place.
“Clear, Financial Sense” means taking the component parts of your financial affairs and creating a coherent plan to ensure that your financial goals and aspirations can be achieved.
Keeping on track
We offer the “Financial Sense Service” to ensure that your financial plan remains on track.
In order to create a Financial Forecast we will ask you to provide us with full details of your current financial arrangements. We will then take the time to understand what is important to you so that we can create a bespoke plan to achieve your objectives, now and in the future.
I will go anywhere as long as it’s forward
David Livingstone (1813–1873)
