I - In-depth Client
Discussions and Understanding
N - New Goals and Life Events Evaluation
S - Scenario Creation for Financial Implications
I - Income, Expenditure, and Liability Examination
G - Gap Analysis for Financial Planning
H - Holistic Asset and Budget Assessment
T - Tailored Recommendations for Financial Security
Though
our processes, we strive to genuinely know our clients, navigating their
divorce journey with a sincere understanding of their concerns and aspirations. We
meticulously discuss assets, income, expenditure, liabilities, and budgets, delving
into their new goals and life events. We collect comprehensive financial data,
skilfully surveying their present financial situation and their envisioned
future. With this foundation, we craft various scenarios tailored to their
desires, showing the implications of different financial decisions made now has
on their long-term financial security. This results, in robust financial plans and clients who have clarity and understanding of where they are heading financially,
giving security and peace on mind.
