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STAGES OF THE PLANNING PROCESS Stage 4 Detailed Analysis We will prepare a detailed analysis in report form that makes comment on your current planning and recommend changes where it would be to your advantage. We will then prepare the forward planning aspect of the report process that shows you how you need to be organised to achieve your financial goals. You will now know were you stand financially and what you will need to do as your financial planning develops over the years. You will be confident in the knowledge that the changes made and what has been arranged is up to date, competitive and appropriate for your needs. The plan will be the focal point for our future dealings with you as the years go by. It will be adaptable to any changes that occur in your life and develop as your future expectations reach clarity. |
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