Life Planning takes place through a five stage process known as EVOKE®
These five stages are:
Delivering the Life of Your Dreams
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1. Exploration -
2. Vision -
There are some more questions like this and after you have answered them all we will help you to envision the life you really want to live.
3. Obstacles -
We might not have heard every excuse but we've heard a lot of them from "I can't afford it" to "nobody will look after my cat" and, of course, "what would my mother/father/friend/neighbour think?" We've also heard -
4. Knowledge -
5. Execution -
A complete Life Plan will usually consist of between three and five meetings which last from one to two hours as well as the time taken to prepare your financial plan.
No charge is made for the first meeting.
If, at the end of that meeting, you decide to continue the Life Planning process we will agree a fee based on the information which you have given us about your circumstances.
We do not take any other charges either by way of introducer's fees or fund management charges.
Review meetings after the Life Planning process has been completed are charged according to the amount of work required by each client.
EVOKE® is a Trade Mark of the Kinder Institute