I have built a pressure-free process that puts you in control at each step. 

You can be confident that no costs will be incurred during the process of understanding whether you would benefit from the financial advice strategies available.

Together, we will follow a step-by-step approach:

Step 1: A 10-minute call to see how I can help.

Step 2: I’ll email a brief financial questionnaire to gather basic information and create an initial report of your current financial position.

Step 3: A no-cost face-to-face or virtual Discovery meeting to share report findings and to further understand you and your financial priorities.

Step 4: A Strategy meeting to discuss the potential actions.  I will provide recommendations based on your priorities and financial factors; you can then decide whether to implement them.

Step 5: Implementation meeting to go through the paperwork needed.

Step 6: Review the financial strategy at least annually to ensure it remains appropriate and on track.

Text, call or email to set up the initial 10-minute phone call.