A custom financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.
One of the main benefits of having a financial plan is that it can help you balance competing financial priorities. A financial plan will clearly show how your financial goals are related - for example, how saving for your children's college education might impact your ability to save for retirement. Then you can use the information you've gleaned to decide how to prioritize your goals, implement specific strategies, and choose suitable products or services. Best of all, you'll have the confidence that comes from knowing that your financial life is on track.
The priority in this meeting is to confirm the initial scope of work we will do together. It’s also a chance to meet face to face, and for you to ask any questions you might have about my qualifications and experience. I do not charge for the introductory portion of this meeting. If we do decide to work together, we sign a contract, and a deposit is paid before we review the documents that you bring.
Our aim is to provide you with clear, professional and relevant independent financial planning advice. We spend a lot of time understanding your financial aims and aspirations before setting out a clear plan as to how you can best achieve these.
A plan centered around you
Wherever you might be on life’s journey you will have financial challenges to meet. Our advice is aligned to your specific requirements and is designed to meet these challenges in an intelligent and meaningful way. You will want to know if your aims are realistic, how much you need to save, where best to place your assets, how to control investment risk. We can answer these questions for you by building a financial plan which together we will monitor and adjust to ensure it remains on track.