Initial discovery meeting
This meeting is key to enabling us to work together over the long term, so it is held entirely at my expense. The only investment I ask of you is your time and willingness to explore your financial goals or concerns.
Once we both understand what you want to achieve in life, I’ll put together a detailed financial plan to show you how you can achieve your goals. At this stage, I will quote you a fixed fee for the research and planning. This also includes implementation of your financial plan. I won’t start any work until this fee is agreed.
As life goes on, things will change, including your priorities. My role is to continue to guide and steer you towards what’s important to you and to do everything I can to ensure that your wealth works for you and not the other way around. There is an annual, fixed fee for this ongoing service, which is agreed with you from the outset.
If you’d like to know more about how we will work together, take a look at the journey page.