Initial Financial Planning

This is the first level of engagement with our prospective client where we discuss detail and scope of our services. Once engagement is signed, we go through the fact finding process, collect all the information required for preparing the financial plan and create detail Financial Plan. When the plan is prepared, it is discussed and an action plan is given to you. We also provided support through email whenever you require for one year which helps you understand any part of the guidance given in the plan and put it into action.