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Saga’s Financial Planning Process follows these simple steps which can be adjusted to suit your budget, personal needs and priorities:
Step 1: Getting to know each other
We explain who we are, what we do, how we do it and what it costs.
Step 2: Understanding your situation and goals
We work with you to have a deep understanding of your objectives, attitudes and circumstances.
Step 3: Analysing your needs
We analyse gaps between where you are and where you want to be and explore with you how best you can achieve your objectives.
Step 4: Presentation of proposals and options for your consideration
We will undertake a detailed analysis of the marketplace to identify and recommend the most appropriate solutions to suit your individual needs.
Step 5: Delivery of your chosen actions
We will help you to understand the options you have and the choices you need to make. We will relieve you of the paperwork burden by assisting you to complete the documents required
Step 6: Ongoing support and advice
We will agree with you who will monitor your progress towards your goals. If you appoint us to manage the process for you, we will report to you periodically to review your situation, update
your financial plan and adjust our recommendations, if needed, as your life changes. You can also make contact with us at any time should your circumstances change or if
you wish to seek advice and guidance.
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