Finances can be confusing, so we have created a series of free, educational events, books and online resources to help build your knowledge and confidence.
Once you have had a chance to read through Your Efficient Financial Plan to digest our proposals, The Planning Meeting allows us to go through the work we have undertaken for you and answer any questions you have. This meeting is a vital step in the process, as it ensures you understand the finer details of your existing financial situation, the areas that need improving, and the way we would suggest that address these areas.
As we go through The Planning Meeting we will be able to tweak our planning proposals where needed so that we can formulate a plan to action, both immediately and in the future.
The cost of The Planning Meeting is incorporated into Your Efficient Financial Plan fee. As such, there is no additional charge for this meeting.
The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.