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
For details or a quotation please email enquiries@churchfield.ie