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Financial planning is an important part of your life. You have unique financial needs and we will work with you to plan for your financial objectives. Whatever your goals, building, and growing your financial wealth requires planning. Tailored financial advice is critical to achieving financial security and independence. Below is a simple financial planning process we will follow to help you plan your financial future.
Step 1: Establish
This is the first point that the financial advisor & client meet. Here we identify and define what the professional relationship will look like and what is expected.
Step 2: Gather
The advisor then gathers information regarding your assets, liabilities, and any other information that is included in your estate.
Step 3: Analyse
The advisor then analyzes the information gathered to understand your current financial position and how that speaks to your goals discussed in the first appointment.
Step 4: Develop
At this stage, the advisor develops a financial plan to present to you. This is the point where you discuss his/her recommendations for you.
Step 5: Implement
When you agree to a recommendation, your advisor implements this plan.
Step 6: Monitor
Throughout your lifetime, your advisor will need to monitor your progress and financial position to make sure you are on the right path to reaching your financial goals.
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