Step 1 - A free initial meeting. We will work out your financial goals & how we can help you. We will then give you a quote & let you decide if you want to proceed
Step 2 - Research - we find a suitable product suite for you and tailor the advice to meet your goals (2 weeks)
Step 3 - We present our advice to you & implement our recommendations (2 weeks)
Step 4 - We will continue to meet regularly for reviews & to ensure that you stay on track