Stage 1: Initial Meeting
We will meet up, at our expense, to go through your aims, objectives and future plans. This allows us to determine whether we may be able to help you achieve your goals, whilst giving you the chance to find out how we work and whether you are comfortable engaging Watson Wood Financial Planning on an ongoing basis.
Stage 2: Information Gathering
The next stage is to gather information on your current situation, so that we can make informed recommendations on the best courses of action to help you meet your objectives. Getting a full overview of your current position ensures that our recommendations are as accurate as possible.
Stage 3: Presenting Solutions
Once we have all the detail we need we will make firm recommendations on how you may best achieve your objectives. If it looks like some of these may be unrealistic we will work with you to establish the best course of action.
Stage 4: Putting In Place Your Plan
When you are happy with our recommendations, we will work with you to put in place your plan, helping you navigate any paperwork and keeping you updated on progress.
Stage 5: Review
Possibly the most important part of the process is to review your plan regularly in the months and years that follow. This allows us to monitor your position to ensure that you are still on track to meet your objectives.
In practice we will frequently return to earlier stages to ensure your objectives remain unaltered and you are still on track for the lifestyle you are aiming for.