Your life changing decision to create your own Advice Map and Financial Life Model.
Boutique’s own Five Pillars of Advice process will give you the comfort of a stepped approach to best improve your Financial Life.
From your initial discovery meeting through to our regular progress meetings, we are with you every step of the way to keep you on track.
Where we get to understand your needs and current position. We start collating your personal Advice Map from this information.
INITIAL STRATEGY WITH DRAFT MODELLING
This meeting is the fun part where we start to pull together some modelling options for us to collaborate on.
FINAL MODELLING MEETING
This is where we present the final numbers in a visual format based on our agreed strategy.
FORMAL ADVICE DOCUMENT
We will present the final agreed advice and commence the first steps of implementation.
Where we check in and make sure everything is set up and completed in line with our advice.
REGULAR PROGRESS MEETING
Our regular check in with you; quarterly, six monthly or annually, depending on the complexity of your affairs.
Boutique Client Dashboard
Your Boutique Client Dashboard gives you the visual comfort that you are on target, the tool to make and analysis any life changes that happen, and the outcome of these changes to you and your family.
Having a plan puts you in control, enabling you to have a good balance at all stages and planning to allocate your resources into the important areas of your life as and when they are needed.