Monday, February 06, 2012
   
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The Smart Experience

How does it work?

Smart Financial Planning believes regular client contact is essential for achieving results and has a very specific approach. Every client has different goals and therefore for each client a bespoke plan is created. This covers:

  • Where the client is now
  • What the client’s future needs may be
  • What actions need to be taken to achieve the client’s goals

New clients

When clients join, Smart has a six stage process to get things started; (hover above each stage to see what is involved)

Clients discuss what they are looking to achieve. This meeting is at the cost of Smart Financial Planning

Review meeting – this allows us to look at changing circumstances, new needs and aspirations and review the activities of the last year.

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Detailed information is gathered so a bespoke plan can be created.

After the paperwork has been completed clients receive provider communication. We meet to help sift through it and reassure clients where the plan is up to and what, if any, actions are still pending.

The most important meeting in the process. Smart presents its initial finding and we work together to make the required changes to achieve the clients goals

After our clients are happy with their plan there is often changes to their arrangements required to deliver the plan. There is no obligation on clients to implement our strategy but we find most do.



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