Before we begin do you have a financial advisor?
If you have an advisor are they engaging with you and helping you reach your goals?
If not, consider getting a financial planner who acts as your coach, has integrity and is passionate about seeing you grow.
Step 3: Exploration
Exploration is defined as travel through unfamiliar territory in order to learn about it.
When looking at the definition there is not a more apt explanation to this step than the word exploration. At this stage we have mapped out the areas of your life in terms of goals, visions and needs and now we need to explore it. We need to assess your current path, the choices you have available and to evaluate these outcomes.
Explorers throughout history have faced choices and challenges and seldom was the easier path the one to greater treasures. This exploration could lead to discovery of new ways of thinking it can also reveal dead ends in our current thinking. This approach allows us to see the holistic picture and start building towards the financial plan for you.
During the entire process we work together, you are not alone and we are always there to answer questions and explain things you are unsure about.
This step of exploration is important to gathering vital information to help explore options and build a solid foundation for you. Following on from the first and second step of Engage and Connect allows us to offer you the best support and financial plan.
The next step in our process is guidance. We use our skills, insights and experience to draft a financial map for you.
For more information or to start your financial plan contact us
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