Lifestyle Financial Planning

The journey starts by listening to you…

Our Financial Planning* process can be broken down into 6 distinct stages.

1 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.

2 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.

3 Assess & 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.

4 The Financial Plan Meeting*

During this meeting we present you with your detailed Financial Plan*. We will illustrate your lifetime cashflow* 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.

5 Recommendations & 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.

6 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

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