Fit for Life Planning
The step allows us to discover areas that are important to you. The facts about your current financial situation, but also your hopes and dreams.
It is now time to put the agreed solutions into motion with a written letter of engagement which outlines your plan and everyone’s commitment to it.
Staying on Track
A plan is just a plan on paper. We are here to help you follow your plan. Going off track is normal, having support to guide you back on track without judgement is essential. Our goal is to support you to achieve your goal.
Life circumstances change and goals are achieved, your plan changes with you. We continue to review and improve your plan to make sure it continues to reflect your goals now and in the future.