01
Pre-assessment
You describe your current circumstances, needs and the main areas that require attention.
How it works
A structured process with a clear beginning, middle and end, designed to organise information, develop analyses and turn planning into clearer decisions.
Preparing for the planning process
02
Initial review and proposal
Based on the information provided, I prepare a proposal covering scope, format, fees, engagement terms and next steps.
03
Formal engagement
Once the proposal is accepted, the engagement is formalised by contract, recording the approved scope, responsibilities, agreed terms and confidentiality commitments.
04
Full assessment and documents
You complete the full assessment and submit the documents required for an in-depth analysis.
05
Getting ready to begin
Once the initial stages are complete, we organise the schedule, initial guidance and next steps for the alignment session.
Meeting format
Meetings take place online at dates and times agreed in advance, following the stages of the process.
Throughout the engagement, meetings are scheduled according to the needs of your case and include:
Initial alignment
Clarifying expectations and defining the starting point.
Information gathering and assessment
Gathering information and developing a deeper understanding of your financial and wealth position.
Presentation of the plan
Explaining the analyses, decisions and next steps.
Participation of other people involved
Where appropriate and agreed in advance, a spouse or partner directly involved in financial decisions may take part in the meetings.
A process with a clear beginning and end
Meetings are focused, purposeful and designed to build and understand your plan. This is not an open-ended ongoing advisory service.
The planning journey
01
Initial alignment
A meeting to clarify expectations and context and define the starting point.
02
Information gathering and organisation
Mapping your financial, wealth and family position, goals and key points requiring attention.
03
Assessment and technical analyses
An integrated analysis of financial management, risks, investments, retirement, tax and succession matters.
04
In-depth meetings
Focused conversations to clarify questions, validate information and align the principal decisions.
05
Presentation of the plan
Presentation of the analyses, key considerations, priorities and guidance.
06
Action plan and next steps
Organising the implementation order and identifying matters that should be validated by other professionals where appropriate.