Your journey with us
It can be helpful to get a picture of what to expect from the financial planning experience. We follow a simple six step process with our clients – learn more about it below.
Getting to know each other
We will arrange an introductory meeting at our expense. This is for us to get to know each other, explain how we work and focus on your immediate needs.
Gathering your information
Once you’re happy to begin, we will help you articulate your short, medium and long-term objectives. We will also gain a full understanding of your current position at this stage and gather all information and details of your existing financial arrangements.
Preparing your analysis
Once we’ve gathered everything we require and completed our review, we will bring everything together, gain a clear understanding of your current position and identify any strengths and weaknesses in your current arrangements.
Presenting your plan
We’ll meet again and present you with your Fortitude Master Plan. We’ll talk through it collaboratively and answer any questions you may have.
Putting things into action
When you’re happy, we can implement any recommended solutions to support your plan. We will handle all the administration and keep you updated on the progress.
Our focus now switches to ensuring you remain on track. We will agree a review schedule with you and provide you with regular updates, adjusting your plan where necessary.
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