We arrange an “Exploratory” meeting with you giving you and us an opportunity to find out more about each other. Important we understand what your concerns, worries and priorities are. We’ll discuss “Dreams & Goals”, what you want to achieve and by when.
The next meeting is “Information Gathering”. Important we have full details on you and what you have already in place. We’ll also look at “what does it cost to run your lifestyle each month?”
We’re now at the “Ideas & Options” meeting. Here we’ll look at where you’re at, what needs to be done , and “ideas & options” to deliver this.
The final stage is the “Implementation” meeting. Here we’ll run through the new Plan with you then sign the papers to move it forward. Importantly agree with you how often we’re going to review your Plan with us whether it be 6 monthly or annually and we’ll book it in our diaries.
