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WHERE ARE YOU NOW? |
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Gather Relevant Personal & Financial Data.
Clarify Objectives & Attitudes |
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WHERE DO YOU WANT TO GO? |
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Report Preparation:
Analysis of Present Situation
Identifying Existing or Future Problems which might
Prevent Achievement of Objectives |
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HOW DO I GET THERE? |
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Report Presentation:
Advice and Recommendations
Agreement on Planning Strategy
Confirming the Action Agenda
Co-ordinating the Implementation of the Plan |
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HOW TO KEEP ON TRACK |
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Continued Service:
Ongoing Reviews
Portfolio Valuations
Updating the Financial Plan |
