Initial Meeting
Step 1 – Initial discussions around financial objectives
Step 2 – Full Financial Fact-find including mortgages, investments, pensions, life insurance, income protection etc.
Adviser/Client
Step 3 – Adviser Information Gathering
Step 4 – Client Information Gathering
Adviser
Step 5 – Financial Needs Analysis
Second Meeting
Step 6 – Discussion of Financial Needs Analysis
Step 7- Discussion of Pension Needs Analysis
Step 8- Implement Agreed Strategy
Review in 12 Months
Step 9- Changes in your world
Step 10- Changes in the financial world
Step 11- Updating requirements accordingly
Step 12- Implement changes to strategy
For details or a quotation please email enquiries@churchfield.ie
