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1 |
Safety Review meeting:
please
click here |
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2 |
Goal Progress meeting:
please
click here |
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3 |
Financial Road Map® update
meeting:
please click here |
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4 |
Staying On Track Tactics (Your “STT’s”):
each time we meet, we’ll give you a
chronological list of simple action
steps which will give you the
highest probability of staying on
track to accomplish your goals over
the years. |
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5 |
Asset Progress Report: every
four months you’ll be given a simple
one page summary of your assets to
show progress benchmarked against
your goals. |
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6 |
Wealth Management & Asset Allocation
Report:
every
four months we’ll report on how your
assets, pensions and investments are
performing in various asset classes
and advise you on how to best deploy
them to create the highest
likelihood of achieving your goals
whilst being sensitive to your risk
tolerance over the timescales
available. |
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7 |
Estate, Wills** & Inheritance Tax
Plan: we’ll update this every
year and conduct a very focused
review every three years so that you
can control the tax leakage from
your estate and retain more of it
for your heirs. |
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8 |
Tax Control:
we’ll look at how you may use
available allowances and relief’s to
control your Income and Capital
Gains taxes legally and in a
non-provocative manner.
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9 |
Cash & Debt management: we’ll
advise you exactly how much cash
reserves to keep, where to keep them
and how to maintain them. We’ll also
help you with a debt repayment plan
over timescales that work for you. |
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10 |
Quality of Life
Enhancement Exercise**:
each
time we meet, we offer to do this
exercise to help you focus more of
your time on areas that are more
important than money. We can put you
in touch with other resources that
may help. Please also see
‘Useful Links’.
** Not regulated by
the FSA |
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