Our financial planning process is built from one simple principle: getting to know you and your unique financial circumstances before making any recommendations. So, how does the advice process work?
1. First Meeting
During our first meeting, we’ll sit down with you to take a look at your current financial situation and your future goals. Everybody is different, which is why we take the time to look at your big picture when creating a financial plan that’ll help you meet your goals. At Be Ready Financial Planning, we’ll present you with our Financial Service Guide (FSG) and our Adviser Profile where it will outline how we work, background information and fees structure. We want you to feel confident when talking about your finances, which is why we value connecting with you first to understand your needs better. This is why we offer a free-of-charge consultation where we take the first steps getting to know each other.