At Page Family Financial Planning, we follow a structured yet personalized approach to financial advice. This process ensures that every client receives tailored recommendations based on their unique circumstances, values, and aspirations.
Checking In
This is our quick 15 minute complimentary meeting. This meeting gives you the opportunity to ask any questions, understand the process we follow, share what you’re hoping to get out of financial planning, and ensure we are the right financial planners for you.
Laying the Foundation
Our first meeting is about understanding you—your background, concerns, and what you hope to achieve. We’ll also walk you through our process so you know what to expect.
What happens in this stage?
1. We get acquainted and discuss your financial priorities
2. You learn how we work and what to expect in the journey ahead
3. We formalize our engagement with an agreement
This step ensures you feel comfortable and confident moving forward.
Gathering the Essentials
Before diving in, we help you get everything organised.
This step involves gathering and submitting key documents to give us a clear picture of your financial position.
What happens in this stage?
1. We guide you on what documents to collect (bank statements, investment statements, insurance policies, among others.)
2. You submit the necessary paperwork so we can assess your financial landscape
This helps us work efficiently and ensures no critical details are overlooked
Defining What Truly Matters
In our second meeting, we go deeper to uncover what truly drives your financial decisions. We explore your values, aspirations, and long-term vision to ensure your financial plan aligns with your life goals.
What happens in this stage?
1. We help you identify your ‘why’—what matters most in your life and financial journey
2. We use Kinder Questions, a structured process to explore deeper financial and life aspirations
3. We identify your Heart’s Core, ensuring your financial plan is purpose-driven
This stage helps inform us about what the financial plan should really be about - creating your ideal life and fulfilling your future aspirations.
Finding the Right Path
With a clear understanding of your financial situation and goals, we analyze opportunities and potential roadblocks. Whether it’s optimizing investments, improving cash flow, or addressing risks, we identify key areas to focus on.
What happens in this stage?
1. We assess potential insurance or investment solutions
2. We identify obstacles or financial risks that need addressing
This stage ensures that we’re proactively looking for ways to strengthen your financial security and make the most of opportunities.
Crafting Your Financial Strategy
This is the third key meeting, where we present your personalized financial plan. We walk you through the recommendations and explore different scenarios to ensure you feel confident in the direction we’re taking.
What happens in this stage?
1. We present tailored recommendations
2. We confirm facts and assumptions to ensure accuracy
3. We explore ‘What-if?’ scenarios to stress-test the plan
At this stage, we refine the plan together to ensure it aligns perfectly with your needs before moving into implementation.
Execution & Ongoing Guidance
Once the plan is finalized, we help you take action by implementing recommended strategies. This stage includes completing applications, completing AMLCFT requirements, and then monitoring progress using on of the ongoing models of engagement and ensuring you stay on track.
What happens more immediately in this stage?
1. We create an implementation plan and help you work your way through it.
What happens after implementation?
1. We monitor progress and provide new recommendations on an ongoing basis.
While the initial engagement focuses on setting up your financial plan, we can facilitate ongoing planning to ensure you’re always on track as you can be.
