At Sallis Financial Planning we like to keep things simple for our clients, this is why we have created our 4 Step Financial Planning process.
Step 1 – Meet & Great
We believe that financial planning begins with great relationships. It’s just as important for us to get to know you as it is for you to get to know us. We want you to feel confident that Sallis Financial Planning will look after your finances and secure your future.
At our first meeting we will begin with fact finding, what are your assets and liabilities? Income, Expenses, Current Accounts and Policies. Your financial goals and objectives?
Step 2 – Prepare
Sallis Financial Planning will prepare a tailored financial plan that encompasses your financial goals and objectives. Our services are fully customised to suit your unique requirements. We can look after one thing or provide the full suite of services, it’s up to you.
Step 3 – Implement
Once your Financial Plan has been finalised and agreed/accepted by you, Sallis Financial Planning will move ahead with preparing each element for you. Budgets, superannuation, insurances, investment portfolio, wills etc.
Step 4 – Review
Now that your financial plan has been implemented it is important to regularly review your position. Are you on track to meet your goals? Had a change in circumstances? Sallis Financial Planning will be there every step of the way to ensure that your financial plan is working for you in order for you to achieve your desires outcomes.