This foundation session is for really listening to you, the client. We find out who you are, where you’re at on your journey, and where you want to be. Your values, goals, dreams and personal circumstances are the vital information required, in order for Atticus to provide bespoke expert advice to enable you to achieve the best possible outcome.
After the Discovery session, we focus on your existing assets, liabilities, income, expenditure and your future assets and liabilities. Any possible windfalls, and policies you may have are also enquired of. This helps us understand your financial position and the resources we have available to make your goals a reality.
Building on this foundation, we can work together to put in place a comprehensive financial plan, that will help you to achieve your financial and lifestyle goals. This plan will be unique to you, and free from bias since Atticus Financial Planning are an independent.
After presenting the financial plan to you, we agree the appropriate strategies and what we should implement. We will then put in place the agreed plans, putting you on track to meet your financial goals. Our IT systems and processes are state of the art enabling an expedited service.
We will review your plans on a regular basis, tracking and reviewing performance and amending the plan where necessary. It is a crucial part of any plan to ensure that it remains on track and suitable.