Three steps to creating your ultimate financial plan (part 3)

Alman Partners have developed a unique client experience designed to provide you with clarity and confidence that you have the highest probability of achieving your most important goals, based on your deepest held values. That is ‘True Wealth’.

This experience involves a Discovery meeting (Step 1), and a Concept meeting (Step 2). If you missed these blogs, click on the links to catch up on the full process. Now we understand what is driving your investment decisions and have a clear picture of your goals and current financial position, it’s time to move to Step 3.

Step 3: Designing and executing your personal financial plan.

It has been said often that if you fail to plan, you plan to fail. Most successful businesses have a Business Plan, and most financially successful people have a Personal Financial Plan. I’m not talking about the mega rich, I am talking about average mums and dads, small business owners and young accumulators.

What can you expect your financial plan to cover?

Taking the information from Steps 1 and 2, we set about building a strategic plan for your future. Our main aim is to build a plan that assists you to get your entire financial house in order, and provide you with the steps to build and protect your wealth. The plan should be inspiring and motivating, so you will continue to make smart money decisions to achieve your most important goals.

Remember, you cannot keep doing the same thing expecting a different result!

 

Stephen Lowry | CFP®️ Professional, Accredited Investment Fiduciary®️ is a representative of Alman Partners Pty Ltd, Australian Financial Services Licence No: 222107.

Note: This material is provided for information only. No account has been taken of the objectives, financial situation or needs of any particular person or entity. Accordingly, to the extent that this material may constitute general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. This is not an offer or recommendation to buy or sell securities or other financial products, nor a solicitation for deposits or other business, whether directly or indirectly.