We’ve discussed what it is and why it’s good, but how does financial life planning actually work? Here’s a quick rundown of our process here at Hansford Bell.
We Get to Know You
During a FREE initial consultation, we get to know you a little better. Then, once you decide you want to work with us, we hold an in-depth consultation where we help you determine your life goals – both personal and financial. To do this, we ask a range of targeted, thought-provoking questions, helping you think in ways you might not have done before and truly get to the root of who you are and what you want.
We Research & Plan
Armed with the information you have provided us with and a true understanding of what drives you, we get to work. Using cutting-edge cash flow forecasting software, we project your finances overtime. We also conduct detailed research into the available products and investment opportunities that suit your aims and values.
We Put Your Plan into Action
Once you have digested the plan, made any adjustments, and given your consent, we work quickly to get the ball rolling. We take the stress out of the process, handling things on your behalf so you can focus on living your life. We also discuss things like Wills and Lasting Powers of Attorney.
We Keep an Eye Out
The process doesn’t end once the plan is in action. That’s why our financial life planners continually monitor your plan and hold regular reviews to make sure it’s working for you. If any adjustments are needed, we sort them out – no stress.
Want a snapshot of financial life planning? Download the Little Book of You!