1. GETTING TO KNOW EACH OTHER

This is an informal chat to find out more about you. It’ll also give you the chance to ask any questions that you have about us and how we work.

2. DISCOVERY MEETING

Before we can help you plan for the future, we need to get to know you better. At this meeting we’ll discuss your concerns, what’s important to you, your future aspirations, your financials and your values amongst other things. Following this, we’ll agree what we’re going to include within your LifePlan.

3. LIFEPLAN PRESENTATION MEETING

Now that we understand how you want your life to look in the future, we’ll use the NOW LifePlan to show you if you’re on track to achieve your goals. We’ll also suggest ideas and options to help improve your position.

4. ACTION UPDATES

If you like the ideas & options presented at the last meeting to improve your position, now will be the time to implement these.

5. ONGOING SUPPORT

Our clients benefit from regular planning meetings where we update their LifePlan and make any changes required. We support our clients though the various stages of their lives including all the ups and downs that life throws at them.