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

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