Your financial journey
Financial Planning allows you to understand what needs to be in place to maintain the lifestyle you desire. What resource you have now and what resources you will need in the future to ensure you never run out of money. This puts you in the driving seat!
Financial Life Plan
Financial Planning allows you to understand what needs to be in place to maintain the lifestyle you desire. It puts you in the driving seat Life is not all about the money, there are seldom more important aspects in life other than enhancing the lives of you and your family. The journey starts when your financial advisor starts listening to you…
Our Financial Planning process can be broken down into 6 distinct stages.
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Initial Meeting
The first meeting is at our expense to help you decide whether we can add value to your future. We will clearly explain how we work, the services we offer and how we get paid.
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Discovery Meeting
We want to listen to your immediate financial priorities and concerns but importantly we will also take the time to listen and to understand what you want from your future. The task of designing a Financial Plan* to help you achieve your goals can only be completed when we understand your priorities.
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Assess and Analyse
Utilising the information gathered, we will analyse your current position and assess what actions need to be taken to ensure your goals are achieved. An individual Cashflow Model* based on your current assets, income and expenditure and linked to your future priorities will then be created.
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The Financial Plan Meeting*
During this meeting we present you with your detailed Financial Plan*. We will illustrate your life time cash flow* analysis and modelling to clearly show what actions are needed to achieve your goals. We will tell you the truth about what you need to do and provide an explanation of the options open to you. We encourage you to ask any questions during the meeting so you fully understand how the Financial Plan will work in the future and what this means to you.
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Recommendations and Implementation
If you’re happy to proceed with our proposals, we can begin to implement your Financial Plan* strategy. This is an important and critical stage and various factors will need to be considered.
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Ongoing Review Service
Our Ongoing Review Service lets you track the progress of your plan and identify what if any adjustments are needed to ensure the realisation of your goals. This may include changes to your current lifestyle and future plans. We will review the impact of future legislation and taxation changes on your Financial Plan during your annual review meeting.
*Financial Planning & Cash Flow monitoring are activities not regulated by the Central Bank of Ireland
What you get
A printed Financial Plan is provided following a planning meeting, detailing the actions required to ensure you can maintain your desired lifestyle.
