Our 7 Step Financial Planning Process
First Conversation
- In our first meeting, we encourage thinking Beyond Finance.
- Our aim is to learn more about you, your life and your aspirations before we gather information about your financial position.
- This meeting is for about an hour and is at our expense.
- It’s here we decide whether we should work with each other.
- If not, we’d like you to go away feeling happy that we have met.
Financial Analysis Preparation
- This is when we collect information about your current financial circumstances.
- It provides us with enough knowledge to gain an accurate picture of where you are now.
- From here, we create your financial model ready for discussion at our next meeting.
Financial Analysis Meeting
- In this meeting we demonstrate how to match your aspirations with the financial resources you have.
- We can identify whether you have enough money to live the life you wish or whether action needs to be taken to fill any gaps.
- Knowing where you are now in relation to where you want to be is an essential step in planning for your future.
Creation of Your Financial Plan
- We send you a report of where you are now.
- This comes with recommendations of how to get to where you want to be.
- We provide a lifetime cashflow forecast.
Strategy Meeting
- Here we review your proposed strategy and shape it together.
- We use cashflow modelling to ask, “What if…..?”
- We lift the lid on all your assets.
- And we explore opportunities to improve your future.
Implementation of Plan
- We provide you with our recommendations and financial advice.
- And we implement any agreed actions and write to you with confirmation of actions taken.
Future Planning Meetings
- Ongoing discussions are an important part of our ongoing relationship.
- It’s important to us that we keep our conversations frequent as we journey through life together.
- Our goal is to help keep you on track throughout your life Beyond Finance.
