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You are happy with traditional retirement age but unsure if on track.
We deep dive your situation, goals and priorities. Review assets (pensions, savings, ISAs, property), expenditure and income levels you may need in retirement.
We illustrate how you’re tracking today at current savings rate, considering inflation and discussing risk and reward.
Determine corrective actions or opportunities to optimise (particularly tax!), ensuring your portfolio matches your plan, backed by a cashflow model with stress test.
GOALS
Draw out your personal and financial goals and priorities
Define a retirement income level and target pot range
Forecast of current position and how closely this tracks to plan via a cash flow model
Optimised portfolio for your goals
Ensure correct utilisation of tax allowances
Updated cash flow model produced to reflect adjustments and give reassurance of your plan
PROCESS
Pre-work: Gather information around your existing situation
(1 hour)
1:1 Assessment: Discuss your goals and priorities. Review your current assets, income and expenditure. Assess your attitudes to risk.
(1 hour)
1:1 Forecast: illustrate if current trajectory meets your objectives, accounting for inflation. Discuss possible adjustments to your strategy and illustrate their impact via cash flow models. Consider actions to better utilise tax allowances. Optimise your portfolio to align with your new plan!
(1 hour)
Action: Guided implementation of your chosen actions, habit forming, and accountability check-in!
Offline guidance as needed, or 1:1 step through sessions.
(1-2 hours)
Book a free call or email today to discuss this package first, or go ahead and purchase now!
You are happy with traditional retirement age but unsure if on track.
We deep dive your situation, goals and priorities. Review assets (pensions, savings, ISAs, property), expenditure and income levels you may need in retirement.
We illustrate how you’re tracking today at current savings rate, considering inflation and discussing risk and reward.
Determine corrective actions or opportunities to optimise (particularly tax!), ensuring your portfolio matches your plan, backed by a cashflow model with stress test.
GOALS
Draw out your personal and financial goals and priorities
Define a retirement income level and target pot range
Forecast of current position and how closely this tracks to plan via a cash flow model
Optimised portfolio for your goals
Ensure correct utilisation of tax allowances
Updated cash flow model produced to reflect adjustments and give reassurance of your plan
PROCESS
Pre-work: Gather information around your existing situation
(1 hour)
1:1 Assessment: Discuss your goals and priorities. Review your current assets, income and expenditure. Assess your attitudes to risk.
(1 hour)
1:1 Forecast: illustrate if current trajectory meets your objectives, accounting for inflation. Discuss possible adjustments to your strategy and illustrate their impact via cash flow models. Consider actions to better utilise tax allowances. Optimise your portfolio to align with your new plan!
(1 hour)
Action: Guided implementation of your chosen actions, habit forming, and accountability check-in!
Offline guidance as needed, or 1:1 step through sessions.
(1-2 hours)
Book a free call or email today to discuss this package first, or go ahead and purchase now!