Six Steps Of Financial Planning Updated July 2011
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Six Steps Of Financial Planning Updated July 2011
- 1. “What do I have to do to ensure that I NEVER run out of money? How much do I need to earn, save or sell my business for to give me what I want out of life? When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy? “Exactly what level of investment return do I need to achieve my objectives? And possibly the biggest question of all….. How much is enough?"
- 3. By engaging Chartwell Wealth Management you assure yourself of regular financial checkups and access to new concepts bought to you by the Chartwell Wealth Management team
- 4. Choosing a financial partner is one of the most important decisions you will ever make
- 5. Take your time, choose wisely, and we hope that we can earn the right to work with you in the future
- 7. These steps form the basis of our structured financial planning process
- 8. Our process is designed to:
- 9. Manage through all market conditions
- 10. Streamline the services we provide
- 12. Where do I want to be ?
- 13. How do I get there ?
- 14. How will it look when I get there ?
- 16. What it is that you’re trying to achieve?
- 17. How do you feel about risk?
- 18. What types of investment are you invested in?
- 20. Help reduce your tax liabilities
- 24. A jargon-free explanation will be provided
- 25. You will have the opportunity to ask questions and provide feedback
- 27. We use a web-based service that enables us to manage your entire portfolio from one web page, regardless of where your investments are held
- 29. How has your portfolio performed?
- 31. What do we do? As part of the Private Clients business Chartwell Wealth Managementoffers holistic financial planning on a fee charging basis. We offer a series of risk based investment portfolios on our own Wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio strategies Our reputation has been built up on providing first class professional service to our clients with the personal touch so often lacking in today’s business environment
- 32. Our service standards We pride ourselves in providing a first class professional service to our private and corporate clients, tailored to their individual circumstances and requirements As no two clients are the same, the first stage in the advisory process will involve us getting to know you and your aims and objectives We will provide a report and recommendation, agreeing a remuneration basis before any work is carried out We keep in regular contact with our clients, and our help and advice is available at any time We look forward to hearing from you
- 33. We look forward to hearing from you CHARTWELL WEALTH MANAGEMENT Lindley Court Scott DriveAltrincham CheshireWA15 8AB Tel: (0161) 929 3500Fax: ((0161) 929 3501 Email: enquiries@chartwellfs.com Website: www.chartwellfs.com