Isamor Financial Planning Services Ltd

The Process

We understand that every client is unique and has their own financial goals and needs. That's why we take a personalised approach to financial planning, working closely with each of our clients to understand their specific circumstances and develop a plan that is tailored to their individual needs.

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Here's our process:

1. Complimentary initial consultation: We start by setting up an initial consultation to discuss your financial goals and concerns. During this meeting, we'll explain our services and fees and answer any questions you may have.

2. Fact-finding: In order to develop a financial plan that meets your needs, we need to gather detailed information about your financial situation. This includes your assets, liabilities, income, and expenses.

3. Analysis and recommendation: After gathering all the necessary information, we will analyse your financial situation and develop a financial plan that is customised to your specific needs and goals. This plan may include recommendations for investments, insurance, estate planning, and other financial strategies.

4. Implementation: Once we've developed a financial plan, we'll work with you to implement the recommended strategies. This may involve setting up new accounts, transferring assets, or making other changes to your financial situation.

5. Ongoing review and management: The financial planning process is not a one-time event. We'll meet with you on a regular basis to review your financial plan and make any necessary adjustments based on changes in your financial situation or goals.

Our goal is to help you achieve financial success and security. We look forward to working with you to develop a personalised financial plan that meets your unique needs and goals.