How We Work With Our Clients
Wealth Management is an ongoing process, not a one time event.
The numerous issues that surround us - tax, risk, health, legislation, family, retirement - are ever changing.We start with a detailed Discovery Process, which aims to define all your critical issues and goals. Having established a Financial Plan, we constantly monitor progress towards its goals.
Your Current Situation & Goals
We will assess your current financial situation and assist you in clarifying your future goals.
Existing External Factors
We continually keep abreast of the factors that might affect your financial situation.
The series of consultations and analysis which allows us to profile your needs.
Your Financial Plan
The series of documents, goals, etc. which clearly define your current financial status and future goals.
Ever Changing Goals & Factors
The events, both personal and global, which have an affect on your Financial Plan.
Monitor & Modify Plan
Regular updating of the Financial Plan in light of changing circumstances.