Page 7 - Citypoint Brochure

OUR PROCESS

INITIAL MEETING
Learning about you and
your goals
The first step is to meet
with you and find out
as much information PREPARATION OF
as possible about your RECOMMENDATIONS
personal situation, what Developing your
your priorities are and financial plan
your future objectives. Using the information
you shared with us at our
initial meeting, alongside
cash flow modelling
and other tools, we will
DISCUSSION assess your situation
Talking you through and start making
your options recommendations.
We’ll take you through
the potential solutions
we’ve identified,
outlining a plan for you
that will help you move IMPLEMENTATION
forward and achieve your Agreement, completion
goals. and processing of
paperwork
Once agreed, we’ll go
through all the required
administration to
REVIEW implement your plan.
Keeping your plan on
track
Your financial planner
will review your situation
at least once a year to
check your plan is still on
track to meet your goals.