Financial Planning is very different from financial advice. The Financial Planning journey begins with a Discovery meeting and is all about looking at ways to help you to achieve what you want out of life. Quite simply, “IT’S MUCH MORE ABOUT YOU, NOT YOUR MONEY”….. Following a detailed analysis of your current financial position, a comprehensive Financial Plan incorporating cash-flow projections, net worth statement, inheritance tax planning amongst other key criteria is then put in place to help you review and plan around these important issues and look at ways to reduce or eliminate those things that keep you awake at night.
The result is your Financial Plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth.