If you decide to work with James, he will take the following steps to get to know you and understand your goals and aspirations. From this, he’ll use the information to create a financial plan that’s right for you.
1. Our Discovery Meeting
The vital first step is an initial meeting that will enable James to fully understand your situation and get to know you better. This meeting is held wherever is convenient for you, and there is no charge.
It’s then important to see if the services James offers can help get you there. James will also discuss what this service will cost, allowing you to consider if you want James to help you create an exciting future for you and your family.
2. The Vision Meeting
This meeting is important to clarify the vision for your future. This is the most important part of the process, as your vision will provide the energy you need to achieve all that you want with the resources you have.
3. Master Plan
James will then start to look at your existing pensions, savings, and investments. From there, he can create your financial master plan, seeing if there are any potential gaps and plugging them to make sure you enjoy the future you want.
4. Your plan
James will then work with you to put your Master Plan into action. Where necessary, James will make recommendations for new products or plans to get you on the right track to the future you want.
5. Creating a lasting relationship
Through an ongoing service to you, James will create a lasting relationship to ensure life’s changes don’t get in the way of your success. Should your needs or aspirations change, James can discuss this at one of your regular Future Planning Meetings and amend your Master Plan accordingly.
Get in touch
If you’d like to find out more, complete the form below and James will be in touch.