Financial Planning ProcessFinancial Planning is our premier service and is for people who are serious about taking control of their money. Is that you?

The Financial planning process covers all aspects of your financial life. Accept my help to construct your financial plan you will experience many benefits;

  1. You will define your financial goals.

  2. You will discover how realistic those goals are.

  3. You will gain new insight into your spending.

  4. You will be able to measure and track your progress towards your financial dreams.

  5. You will get an understanding of the risks associated with your current finances, and of your plans.

  6. You will understand the effects of your financial decisions.

  7. You may uncover financial mistakes you are currently making.

  8. You may uncover new ideas to maximise your money.

  9. You will gain the knowledge and the control necessary to build your wealth.

  10. You will be in charge of your finances, they will no longer be in charge of you.


The financial planning process never-ending as the diagram shows. As part of your plan, you can have regular reviews to ensure that you are always on track and adjust if needed. A good financial plan evolves as you do and is never set in stone, so regular monitoring is essential. A good financial plan evolves as you do and is never set in stone, so regular monitoring is essential.


The seven steps are as follows;

  1. Gather all your financial information, and set it out in an easy to understand way.

  2. Establish your priorities, goals and needs. We need to establish what matters most to you.

  3. Analyse your current financial situation.

  4. Develop a plan to get you from your current position to where you want to be.

  5. Put the plan into effect.

  6. It could take you years to achieve your financial dreams so it is important to review your plan from time to time. As your situation changes, so might your goals and your plan needs to change with it.

  7. Make any amendments to your plan as and when necessary.


If you are someone who wants to take control of your finances then get in touch today for a FREE initial consultation. You can call on 0191 4066453 or use the form on this page to send me an email.

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