Initial Call
Let's have a quick chat to see how we can work together to help you.
Discovery
If we both agree we can work together, we then meet for a 90' meeting (both of you if a couple) to discover your aspirations, goals, complexities and what you value. We then ask questions about your financial details to build a picture of your current position.
Terms of Engagement
Where we think we can add value, we then outline our understanding of why you're seeking advice, our proposed approach and scope of advice for the next 12 months, and proposed fees and payment structure.
Delivery
Once terms ahve been agreed, we start the detailed work on advising you and progressing down your Advice Path.
Review
At the end of 12 months we review progress towards achieving your goals and aspirations, then agree work for the next 12 months to continue progress along your advice path.