Your Personal Financial Management Plan
Once we have a complete picture, we develop your Personal Financial Management Plan, designed to capture your position in a single document, which forms the basis of all the investments you make with our guidance and advice.
This document will include clear visual representations of your current position, the issues you may face, and the areas you need to concentrate on.
Included in your plan is a list of the actions we recommend you take, together with the expected costs.
Jane Smith Financial Planning will guide you through the process of implementing our recommendations.
Review and Continued Planning
Your objectives and resources will change over time, as will the assumptions regarding inflation, interest rates and growth. It is critical that your financial planning keeps pace with these changes. By continuing to use our services, continued reviewing and updating of your plan, as required, we will help to improve the likelihood of your achieving the lifestyle you desire.