What is Pure Finance comprehensive planning all about?
Pure Finance Comprehensive Planning is designed to provide you with a comprehensive financial plan as well as financial planning advice on a regular basis. If you’re ready to work with a CFP® to help you clarify your goals, organize your finances, and maximize your potential, then this is the program for you!
What is a comprehensive financial plan and what will we accomplish together?
In our first meeting, we will go over your goals and values in detail. During this meeting, I will ask questions and clarify information I need before I start working on your plan.
Our second meeting will be a month later, whereby I will provide insight into your current financial situation and provide checklists for action items. The plan will include the following, depending on your needs:
- Net worth statement
- Savings goals (such as deposit savings, emergency fund, or travel savings)
- Employee benefits optimization review
- Cashflow planning
- Insurance analysis and protection planning
- Retirement planning recommendations and projections
- Investment analysis recommendations and projections
What is included in the cost of the ongoing subscription?
After plan delivery, I will be checking in every 1-2 months to make sure the plan is moving forward. I will ask that you reach out to me by phone or email as questions come up as you’re implementing your action items. You will receive unlimited support to help you implement the plan. We will have 60- to 90-minute check-in meetings every 3 to 6 months thereafter.
I will connect with your solicitor, accountant and stockbroker to ensure you’re completing your financial planning action items. If you do not already have experts working with you, I would be happy to provide recommendations of professionals as needed. The subscription cost is €100 per month.
How do I pay for this program?
I will charge you initially for the financial plan, and there is an on-going monthly subscription thereafter.
Take control of your finances
Contact us to discover how to build a secure financial future – today.