THE FIRST STAGE
This is the process of getting to know you. How you got to where you are now – and where you want to get to in the future.
What you want to achieve, financially, in the next 5, 10, 15, 20 or 30 years.
What’s important to you? What drives you? What are your lifestyle expectations? What do you want out of life?
In other words, what do you want your money to do in the first place! Without answers to these fundamental questions no financial decisions can made.
We will also work with you to identify the cost of your current and future desired lifestyle allowing for all of the things that you want to do in your lifetime. Most clients find this an enjoyable part of the process as it helps them to identify what they want to do with their lives – now and in the future.