GROW Advice
Our Process
The following outlines the financial planning process, beginning with the initial inquiry, continuing through the presentation, and culminating in the review of your personal financial plan. This process is designed to empower you to take control of your financial journey while ensuring our advice is delivered with clarity and purpose, exceeding your expectations.
01
Engagement
The first step is to arrange an online meeting to explain the financial planning process, answer your initial questions and understand at high level your financial situation. From here we will arrange a face to face meeting to discuss ways we can add value, collect and review your data and agree on the scope of the engagement.
02
Analysis, Research and Strategy
Once we have clarified your current financial position, goals, and objectives, we will begin analyzing the data. Each financial plan is developed and written by me, ensuring a comprehensive understanding of the recommendations, strategies, and benefits involved. This approach enables me to deliver a customized plan for each client.
03
Presentation of your plan
We will present your personalized financial plan in either a face-to-face or online meeting. During this discussion, we will review the various strategies and scenarios we have researched, as well as alternative strategies that were considered. Following this initial presentation, we can schedule a follow-up online meeting to address any questions you may have.
04
Implementation and Review
Once you are comfortable with the strategies and recommendations, we will asssit you in implementing these in a timely manner. In the famous words of Mike Tyson; "everyone has a plan until they get punched in the face"; we are here to support you in achieving your objectives with ongoing reviews, making sure you stay on track.
