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This is a journey,
not a transaction.
At Own Your Future, our financial planning is built around the principle of helping you to live the life you want, not to simply make you more money through a product.
2. Research
Next, we go away and do some analysis on what you currently have, and identify any gaps in your financial situation. This may mean doing some deep digging on your old plans and policies!
4. Recommend
With your plan in place, we now bridge the gap between where your finances currently are and where they need to be. This may mean recommending some new plans or policies.
6. Review
Crucially, this is not a 'one and done' service. We maintain an ongoing relationship with you to help ensure that your plans remain robust and you do the things you've always wanted.
1. Discovery
First, we ask big questions about you and your life, and get to know more about your dreams. This includes finding out more about what you're looking to achieve, and what you currently have.
3. Plan
Once we've got a full picture of you and your finances, we build your plan with you and create lots of different scenarios based on your goals and objectives.
5. Implement
Next, we put those recommendations into action and take care of the admin and paperwork for you, keeping you updated as we go.
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