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The 12 Step Process for Redundancy Planning

Initial Meeting

Step 1 - Initial discussions around financial objectives
Step 2 - Full Financial Fact-find including mortgages, pensions, investments, life insurance, income protection etc.
Step 3 - Full Redundancy Analysis

Adviser/Client

Step 4 - Information Gathering

Adviser

Step 5 - Financial Needs Analysis
Step 6 - Redundancy Needs Analysis

Second Meeting

Step 7 - Discussion of Financial Needs Analysis
Step 8 - Discussion of Redundancy Needs Analysis
Step 9 - Implement Agreed Strategy

Review in 12 Months

Step 10 - Changes in your world
Step 11 - Changes in the financial world
Step 12 - Updating requirements accordingly

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