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HomeOur Process

A clear path forward.

Four steps, beginning with you. Know what to expect as we work through your financial priorities.

Know what
comes next.

Explore each step to see how a conversation becomes a considered plan.

Book an appointment

Process draft based on the planning conversation, for Mark’s review.

Understand

Start with a conversation about your goals and priorities, and gather the information needed to understand your situation.

What we talk about

  • What matters to you and the people in your life
  • Your priorities, questions and upcoming decisions
  • The information needed for the next step
A shared understanding of where to begin.

Review

Look at your current financial picture and identify the areas that need attention.

What we look at

  • How your existing plans fit together
  • Your timeline and changing needs
  • Questions or gaps that deserve a closer look
A clearer view of the decisions ahead.

Recommend

Discuss recommendations and how they relate to the goals you have shared.

What we work through

  • The reasoning behind the proposed approach
  • Alternatives and trade-offs to consider
  • Your questions before making a decision
An approach you understand before you decide.

Implement

Put the agreed strategy into action, with a clear understanding of the next steps.

What comes next

  • Agreed actions and responsibilities
  • Any information or documentation required
  • An annual review to check that your plan still fits your needs and circumstances
Clear next steps for putting your plan into motion.

Ongoing reviews.
A plan that stays current.

An annual review helps keep your plan connected to your life.

Financial planning is an ongoing relationship. We review your goals, portfolio and financial plan at least once a year to see whether they still fit your needs and circumstances.

We look at progress toward your goals alongside portfolio performance, risk and costs, and discuss adjustments as markets, priorities and personal circumstances evolve.

A career change, a growing family or the transition into retirement can all be reasons to reconnect sooner. Together, we agree on touchpoints that suit your needs.

Talk about what has changed

Start with a free consultation.

Time to talk about your needs, at a pace that works for you.

Book a free consultation