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the journey, the destination

This 12 month timeline gives an illustration of what could happen from the point when we first speak.


Throughout that first year, you can expect to feel clarity about what's important to you and what you want to achieve.  As a result, you will start to feel more focused and motivated.


You will feel relief as your finances get into good shape and your financial worries fade away.  


As time goes on, you will feel in control of your financial life, reassured that you have advice on tap whenever you need it and find that you are spending more time doing the things you enjoy.

What does the timeline look like?

First meeting: identify goals and discuss financial situation

Initial chat by phone or Skype

Decide to proceed, agree service and fees

Second meeting: talk through  recommendations and action plan

Sign documents to get the ball rolling

Regular updates from adviser with progress of action plan

Catch up after

3-6 months to  review progress  

Annual review meeting: revisit goals, financial situation and action plan


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