Gather details on your income, debt levels, commitments and assets, to help build an accurate picture of your overall financial situation
Work to identify your short, medium and long term financial goals – this forms the foundation for developing your plan.
Determine any shortfalls between where you are now and where you want to be
Have a written record of your current financial position, goals and objectives, and a clear strategy on how to achieve them.
Completion of all necessary documentation required to get your strategies ‘under way’. Where appropriate, we may work with specialist professionals, such as your accountant or solicitor.
Ensure it stays up-to-date, and relevant to the economic climate and your changing lifestyle.