We are committed to a highly personalized approach and the step by step process is as follows
1. Defining your desired outcome
We urge our clients to define their expected outcome of the engagement with us. It can be as simple as checking your score in the Financial Health index or as broad as drawing up your comprehensive financial plan. It can also be engaging us for specific services like, Risk Management and insurance Planning, Retirement Planning, Investment Planning, Tax Planning, Debt Management & cash flow planning, financial goal planning and its implementation
2. Collection of your information
To identify your personal and financial objectives, needs and priorities that are relevant to the scope of the engagement before making any recommendations. We collect sufficient quantitative and qualitative information to analyze and assess your present financial situation.
3. We Analyze and assess your financial situation
We analyze your information, subject to gain an understanding of the financial situation. We also assess the strengths and weaknesses of the your current financial situation and compare them to your objectives, needs and priorities
4. We Develop the financial planning recommendations and action plan
We consider one or more strategies relevant to your current situation that could reasonably meet your objectives, needs and priorities. Then we move to develop the financial planning recommendations based on the selected strategies to reasonably meet your confirmed objectives, needs and priorities; and present the financial planning recommendations and the supporting rationale in a way that allows you to make an informed decision.
5. Implement the financial planning recommendation
We identify and present appropriate product(s) and service(s) that are consistent with the financial planning recommendations accepted
6. Periodic Review
Reviewing and reevaluating the situation, including goals, risk profile, lifestyle and other relevant changes