01. Initial Meeting
During our inital appointment we step you through a discovery document to allow us to gain an understanding of your true financial needs by establishing your key goals focusing on who and what is most important to you along the journey.
We will collect the information necessary to assess your sustainability to various strategic options by asking a series of questions that allow us to ensure we are fully informed and what you would best like to achieve from your financial plan.
Using the data gathered during this meeting we will begin to develop a detailed strategic advice document.
02. Strategic Analysis
With a full understanding of your current situation and goals that are most important to you, we are then able to complete further background research as we explore and model the best strategic plan tailored to your current situation.
03. Presentation of the Strategy
In this meeting we will present to you our Strategic Advice Document (Statement of Advice) which reconfirms your current situation and key goals as we understand them from our initial meeting. This document will act as a roadmap helping to maximise your ability to achieve the goals you have set.
Smart strategic solutions with a focus on providing you with the financial freedom to allow you to achieve your goals along the journey.
04. Implementing the Strategy
After providing us with authority to proceed, proactive implementation is essential in maximising success in your strategic plan. Working closely with the Atkinson Financial Planning team, we will guide you through the process of achieving the financial setup as agreed upon within our advice document.
Implementation meetings will be arranged to ensure each step is understood by you and the optimal result achieved.
To reinforce that you remain on track to achieving the goals you initially identified, we will provide you with scheduled reviews of your ongoing financial position and new strategies that will inevitably evolve and become available in the future.
The process of review is essential as it allows us to ensure your financial success over the journey.