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Five steps to your Financial Framework

01

Fact-finding

We make sure we get to know you. You will be asked where you want to go, who you are, why you want to do this, and what you want to achieve. No one’s money story or backstory is ever the same.

02

Preparing

Once we understand you, we create your financial framework. We plan, forecast, and start carving our next steps, tailored to your financial goals and objectives.

03

Presenting

We will present your new financial framework in plain English to you, with achievable next steps and a plan. You don’t need to be a financial whizz or maestro to understand what to do, and you’ll leave the meeting about to make some moves.

04

Implementing

This is where the magic starts! You have your framework, and it’s time to take the first step to building your empire.

05

Ongoing support

Sounds scary? We’re here for support. The Roman Empire wasn’t built in a day, and a framework to change your life won’t be either. One size doesn’t fit all, so reach out to us with any queries or changes that may come up.

Five steps to your Financial Framework

01

Fact-finding

We make sure we get to know you. You will be asked where you want to go, who you are, why you want to do this, and what you want to achieve. No one’s money story or backstory is ever the same.

02

Preparing

Once we understand you, we create your financial framework. We plan, forecast, and start carving our next steps, tailored to your financial goals and objectives.

03

Presenting

We will present your new financial framework in plain English to you, with achievable next steps and a plan. You don’t need to be a financial whizz or maestro to understand what to do, and you’ll leave the meeting about to make some moves.

04

Implementing

This is where the magic starts! You have your framework, and it’s time to take the first step to building your empire.

05

Ongoing support

Sounds scary? We’re here for support. The Roman Empire wasn’t built in a day, and a framework to change your life won’t be either. One size doesn’t fit all, so reach out to us with any queries or changes that may come up.