We’ll undertake an extensive ‘discovery’ meeting. This is your opportunity to tell me about your financial goals or concerns which may have prompted you to approach a financial planner.
We’ll also discuss your attitude towards wealth and uncover what goals you want to achieve in your life. With my support and guidance, we’ll get to the bottom of what is actually important to you and why.
As part of this exercise, we’ll assess all of your income and outgoings and map them out over time using cashflow modelling techniques. We’ll look at lifetime events which might increase or decrease your wealth and review the impact they may have on your long-term plans.
This is where your dreams, such as retiring, taking the trip of a lifetime, or buying a second home, start to look like a reality!