Our first session together allows us to understand you and your financial position. When we have worked out where you are – we’ll be able to work out where you want to go and how to get there. At the end of our first meeting, we prepare a Money Plan for you. The Money Plan is a personalized document – all about you! It outlines your financial position and is the key to achieving your goals.
To make sure you progress, we follow up regularly and hold you accountable to your goals. We love seeing you a year later to celebrate your success and to keep you moving along your financial journey.