We believe that financial planning is a dynamic process and in order to meet your life goals you need ongoing coaching and support. It’s not something that you can do once and forget about. Most of our clients join our Serenity Financial Coaching programme so that we can work together over the long term to ensure that your plan stays on track and we are able to adjust your plan to meet the changing circumstances of your life.
Once you join our programme you will receive the following:
Annual review meeting with your adviser
This is a face to face meeting where we undergo a complete review of your Financial Life Plan. We will discuss any changes to your circumstances that would affect your plan and make adjustments accordingly. We will revisit your life planning, cashflow modelling and existing situation in detail.
Access to your adviser
You will be able to access your adviser for advice and coaching throughout the year as and when required. However, we will be pro active with you if we feel there is something new you need to know or do.
Progress Report and Action Plan
After each annual review meeting you will receive a revised Financial Life Plan with a progress report for the last 12 months and an action plan for the next 12 months.
We will monitor and advise you on all aspects of your investment strategy to ensure you remain on track.
Online access to your information
You will be provided with a private login that you can use to access your information whenever you require.
Access to seminars, workshops and networking events
As a member of the coaching programme you will be eligible to attend relevant educational seminars, workshops and networking events.