Scheduling an Appointment
The pre-meeting brief shall inform you on the documents and other relevant material that you will need to collate and the Life Profiler will give us an understanding of your current situation and circumstances. This is done so that the discussion is fruitful. The venue for the meeting will be our office. The duration of this appointment shall be 1 hour.
The appointment agenda will only include the following;
1. An analysis of your current situation, identification of the areas that need rectification and highlight popular mistakes made within the service of your interest.
2. Providing you with a reality picture of what to expect if you continue with your current style and strategy.
3. Explanation of how your Financial Plan will work.
4. Guidelines on what you must do going forward.