4 Steps to a BlueSky Future.
Let us walk you through a simple, effective four step process in order to set you on the path to achieving your goals.
step 1 - Discovery
The first step involves us taking the time to gain an understanding of what you want from life and why. What lifestyle do you desire to have ?
By starting with listening, we make sure that you lead the process and we facilitate.
We work together to understand your goals, objectives, aspirations and current financial position.
step 2- Enlightenment
Time for us to crunch the numbers. We take stock of the information of you have shared… current income, outgoings, assets and liabilities.
Combined with your goals and aspirations this will help us formulate a visual and tangible financial plan of action which you can fully engage with.
step 3- Putting the plan in place
So we now have a clear and tangible financial plan. It may be that we highlight certain actions that you should take to improve your financial position and help you acheive your goals.
If you want our assistance then we will be happy to help you implement any of the plans. Before any implementation we would provide you with a detailed Reasons Why Report and a detailed cost breakdown.
Our dedicated staff's focus is to "make it happen" in a timely and efficient manner, keeping you informed throughout. We will liaise with the carefully selected Partners on your behalf and ensure everything is established to our high standards and your complete satisfaction.
step 4 - Staying on Course
The last step in the process but one which probably has the greatest importance. We will take stock of what's happened since implementation of the plan and where are we now. Think of us as your guide, charting a path to your desired lifestyle.
At intervals that are matched to your needs, we take stock and refocus on your goals. We chart what actions need to be taken if any to get and keep your plan on track.
With so many variables, changes in your personal circumstances and objectives, amendments to legislation and taxation, investment performance and tolerance for risk, we will always personalise our future review plans to the level that meets your needs.
