Initial Discussion
In step one of the process we build the foundation of the financial plan by entering your current financial circumstances directly into our planning software. The plan is built on your specific situation where all relevant issues are discussed. This includes your current assets and financial attitudes as well as your personal preferences and values. Starting with a clean slate, the plan is pieced together based on your vision and your values and is therefore truly your plan.
The Initial discussion covers;
• Your financial history and your vision of your financial future
• Your tolerance for risk vs. reward
• The basics of your income needs and expenses
• Quantifying your Vision
The conclusion of the initial discussion leads to step 2 in the process; Fact Gathering.
To view our information video about the life planning process click the link below:
