Financial Journey Planner
What would success feel like? Where do you see yourself in 5, 10 or 15 years?
These are the sorts of questions we ask our clients, because having a clear understanding of what their goals are, and what drives them to achieve those goals, is fundamental to building a successful Financial Plan.
There is no point in acquiring a plethora of financial products with no overall purpose or objective in mind.
Our Financial Journey Planner service will help you to pinpoint exactly where you are on your own financial journey so far. We work with you to understand where you want to get to and what your timescales are and check to make sure your existing financial products are working towards those goals. Using cashflow modelling software we are then able to highlight any shortfalls and provide solutions and recommendations to get you on track to achieve your goals.
This Service uses a straightforward four step process in line:
Discovery meeting
To set the parameters of what is expected from us and what we expect from you.
Map & Compass Meetings
To pinpoint where you are on your financial journey and where you would like to be.
Clear Destination Meetings
A discussion of where you’re going and how we will help you get there.
On Track Review Meetings
We check how the plan is working for you, and if you are on track to your destination.
Financial planning in action
Having reached the age of 50 where wisdom and contentment usually meet, Sean Biollo was gearing up for at least another decade of work.
He resigned himself to the fact that his lack of millionaire status had damned him to yet more years of being part of the rat race that he had begun to tire of.
He said: “I naturally assumed I had at least five to 10 years of work ahead of me, but Gordon at Chasebridge said that that may not be the case. Who wouldn’t want to pack up work early, spend more time with their loved ones and start taking up new, enjoyable hobbies? He offered to go through my financial situation to see whether the dream could actually become a reality.”
Working with Chasebridge
Ultimately, we invest the time to get to know you, your aspirations, your current financial position and then deliver a plan to help you achieve what you need. We help with a strategy, like creating your own financial sat-nav to help you achieve financial wellbeing. Once we have a plan in place, we will be in regular contact with you because we understand that not everything can run exactly to plan and sometimes, we need to make tweaks for those unexpected moments.
Rapid Response File
This file is a quick guide to what you own and how to access it. As a Financial Journey Planning customer, we will endeavour this is kept up to date with details of your advisers, trust and policy documents, a copy of your will, details of any gifts made and all financial accounts and holdings.
You will receive a hard copy, plus we store an electronic copy for you. This will be updated if your circumstances change and after an annual financial review. Many policy documents are mislaid or well hidden, and with no knowledge of a policy or plan, can become part of the enormous pot of unclaimed monies sitting with the UK’s financial institutions.
We have the skills and expertise to take you to where you want to go. Are you ready to explore the possibilities?
