Financial Planning.

With strategic financial planning we aim to point you in the appropriate direction. Together we can identify your needs, coordinate your resources and set goals for your financial future. The financial process consists
of 7 Steps:

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Step 1.

Information Gathering – assets,liabilities, income, etc;

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Step 2.

Goal Identification – clarifying the financial position you want to be in;

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Step 3.

Identifying financial constraints – bridging the gap between your current situation and where you want to be in the future;

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Step 4.

Preparing – the appropriate strategies are recommended;

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Step 5.

Agreement/Understanding – the recommended strategies need to be understood and approved by you;

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Step 6.

Implementation – once you have agreed to the strategies the appropriate actions are then taken; and

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Step 7.

Review – your plan / recommendation are kept up to date in accordance with your changing needs and with the economic environment.