This module follows on from the preliminary Client Selection meetings and is designed to help you to assess where you are today in eight key areas of your life.  We use our unique "Infinity Wheel" to help you consider these eight key areas and we discuss the results with you.

Your answers and the insights obtained form the foundation upon which your future plans for Financial Freedom are based.

You will receive a written summary of your results. This is then available to assess your progress towards making improvements in the eight key areas.

Before you commence on your journey to Financial Freedom you need to know where you are now.  What would likely happen if you do nothing and remain on the same path that you are currently following?  Would you achieve Financial Freedom?  What would you need to change to increase your chances of achieving success?

This module involves a detailed meeting at which we discuss with you the results of our initial analysis of your current position.  We discuss with you your options and any possible changes that may need to be made to increase you chances of success.

This next module explores the impact of alternative choices that you could make upon your current position.  Which option is the most acceptable to you?  Which option has the greatest chance of success?

We meet with you to assess and answer all of these questions and help you to agree upon the right course of action for you.

Sometimes the best laid plans can fail due to unforeseen events or changes in circumstances.  Some of these potential events can be predicted.  What if a disastrous event happened to you or partner?  What impact would that have upon your chances of achieving Financial Freedom?  What could you do to protect yourself from these unforeseen events?

This module explores this area and we again meet with you to discuss the various possible scenarios and the potential solutions.  You are then in a position to prioritise these events and decide which is of most immediate concern to you.

What happens to your assets and estate when you or your partner die?  Do the people that you wish to inherit actually receive what you want them to receive?  Do you want to protect your assets for your partner, children and grandchildren from potential loss due to bankruptcy, divorce or general profiligacy?  How much Inheritance Tax would be payable to the government?  Is this a concern to you?

This module looks in details at these questions and provides you with clear steps to take to remove your concerns and make sure that your affairs are in order.

You have now gone through the Financial Freedom Programme.   This module brings everything together that has been discussed and agreed in the previous modules to ensure that the suggested actions are acceptable to you and that are fully motivated to achieve your Financial Freedom using YOUR plan.

If there are any investment or protection products that are required we will implement these on your behalf or you are free to arrange this yourself.

It is at this stage we will discuss with you the Annual Financial Freedom Monitoring Programme which is designed to ensure that everything remains on track and that any changes in your circumstances are taken into account in your future plans.

Many clients find this to be the most valuable service as it gives them continued peace of mind that we are there monitoring their progress and effectively holding their hand.  It is optional.  It is your decision whether or not you wish to use this annual programme.