True Financial Planning
True financial planning is the term we use to describe the ongoing process by which we discover what clients want out of life and then establish, implement and maintain a strategy to enable them to achieve that lifestyle without the fear of ever running out of money.
The following steps form the basis of this service:
· Develop a comprehensive picture of your current position (net worth) and family/business circumstances
· Establish your values and goals
· Generate your dynamic lifelong cashflow forecast
· Calculate the amount of capital needed to maintain your desired lifestyle
· Make recommendations, including investments and tax-efficient holding structures
· Agree, implement and review
To find out more and speak to one of our market-leading financial planning experts please call us on 01625 466360 or send us an email.