OUR PROCESS
HOW WE CAN HELP YOU
STEP 1
Getting to know each other
We will discuss which aspects of your finances you need assistance with, to determine where we can provide you with the most value. You will also learn that we have a specific process at and how we work at Innofin Wealth.
STEP 2
Sharing information
We learn about your background, your goals, and the type of lifestyle you lead. We will ask questions about your dream lifestyle - what does your ideal life look like? You will also learn about our process and how we work. We will share what our values are, our Why, What, and How. We explain the concept of Financial Planning and have a transparent discussion on fees and costs to investing and working with us. At the end of this meeting, you will decide whether you are ready to continue with our financial planning process.
STEP 3
Analyzing information, Discovering & Setting Goals
What do you want to achieve in certain stages of your life and why? We will explore your background in more detail to determine how you got to where you are and what motivates you. We will ask you about your spending habits and why you spend money on certain things. Specific goals relating to your family, home, retirement, work, cars, travel, education, recreational activities, and others will be laid out and discussed
STEP 4
Developing your unique Financial Plan
After gathering all the data and information from you, such as budgets, incomes, expenses, assets, liabilities, and more, we develop various scenarios for you. This can include things such as saving more, spending less, or targeting a higher investment return, among other things. By the end of this meeting, we would reach consensus on how you would like to move forward with your customised financial plan
STEP 5
Implementing Financial Planning Recommendations
Innofin Wealth will implement any of the changes that needs to be made to align your plan and finances with what we have agreed. This includes all the administrative work and behind-the-scenes actions.
STEP 6
Review your Financial Plan regularly
Administrative details will help to better understand your expectations and how often you would like to be contacted over the next 12 months including aspects as reporting and communicating of relevant financial information. This allows us to set milestones and check-in dates; however, we are always available if you need our advice or assistance sooner.
OUR SERVICES
YOUR NEEDS COVERED