Financial Planning Specialists - The First Stage

Cooper & Associates Wealth Management
Weir Bank
Bray
Maidenhead
Berkshire
SL6 2ED
Tel: 01628 762694
Fax: 0872 111 5668
Email
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Wealth Management

The First Stage - Lifeplanning™

The first and most important stage is that of Lifeplanning™.

This is the process of getting to know you. How you got to where you are now - and where you want to get to in the future. What you want to achieve, financially, in the next 5, 10, 15, 20 or 30 years. What’s important to you? What drives you? What are your lifestyle expectations? What do you want out of life?

In other words, what do you want your money to do in the first place!

Without answers to these fundamental questions no financial decisions can made.

We will also work with you to identify the cost of your current and future desired lifestyle allowing for all of the things that you want to do in your lifetime.

Most clients find this an enjoyable part of the process as it helps them to identify what they want to do with their lives – now and in the future.

To view the second stage in the Financial Planning Process please click here.

Related stories:
	The Second Stage – Financial Planning

Cooper & Associates Wealth Management is Authorised and Regulated by the Financial Services Authority.

We are entered in the FSA's register under reference 503687. www.fsa.gov.uk/register

The Financial Services Authority does not regulate some forms of tax planning, taxation and trust advice.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

In this section:
	The First Stage - Lifeplanning™
	The Second Stage – Financial Planning
	The Third Stage - Product Planning