Introduction
Let’s start with a chat
Getting to know you
Provide a questionnaire
First Meeting
Get to know you meet and greet
Second Meeting
Get down to business indpeth investigate
Strategy Meeting
Present the Statement of advice matching your aims
Strategy Refinement Meeting
Implement the strategies get things in place
A Detailed Plan
Review confirms the journey beginning
Delivering your Plan
Review the strategies in a regular reviews
Ongoing Support
Always in touch.