First things first
At our Discovery meeting before we can determine how you want your future to look, we need to determine where you are today, and we can only do this by getting to know you.
We always ask our clients to think about certain things before our meeting. These include:
•What do you want to get out of the meeting?
•What do you value most in life?
•If you didn’t have to work anymore, what would you do?
•What would an ideal weekend or holiday look like?
•What’s important about money to you?
•What goals do you have that need to be achieved with money and forward planning?
•What concerns do you have now that need to be eliminated, what opportunities need to be captured, and what strengths need to be maximised?
•If you were having a conversation, three years from now, and you were looking back over those years, what has to have happened in your life, both personally and financially, for you to feel happy with our progress?
We use a checklist to enable you to gather the information we’ll require to establish your current financial position.
Please click here to download this before the discovery meeting