Financial planning
Bring the parts of your financial life together.
The best place to start is the life you want to make room for. This template demonstrates a conversation around priorities, responsibilities and change.
WHAT WE CAN DISCUSS
A plan that begins with your life.
The best place to start is the life you want to make room for. This template demonstrates a conversation around priorities, responsibilities and change.
- Your priorities and responsibilities
- The decisions on your horizon
- A plan for ongoing conversations
FROM QUESTION TO NEXT STEP
A clear beginning matters.
- 01
Establish your priorities
Start with the context, timing and questions that brought you here.
- 02
Map the decisions ahead
Agree the relevant information, the people involved and each person’s responsibilities.
- 03
Keep the plan under review
Set out the proposed work and next steps before an engagement begins.
Before you begin.
What should I bring to the first conversation?+
A brief outline of your question, timing and circumstances. Sensitive documents can wait until an appropriate secure process has been agreed.
How is the scope agreed?+
Ask for a clear description of the work, fees, responsibilities and limitations before making a commitment.
THE NEXT CONVERSATION