Preparing your financial plan
Your planner will analyse different scenarios and strategies. They'll also assess how they meet your needs. They’ll prepare your financial plan, detailing and explaining their recommendations. They will then send it to you to review. If you like, your planner can set up time to take you through your financial plan. They’ll explain their recommendations and your next steps.
Once we’ve discussed and agreed next steps, we’ll support you to put your plans into action.
When life changes
If anything pops up in life, or you want to make changes, we’re a phone call away to help you navigate it all.
Your first meeting will usually run for around an hour. We’ll also prepare a Letter of Engagement, based on what we’ve discussed with you, and prepare a fee schedule for you to review and agree.