At this initial meeting, which is provided at our expense and without obligation, Peter wants to find out about you, how you got to where you are, and what your plans are for the future.
During this meeting, Peter will ask you lots of questions and it’s important that you do most of the talking, so he can find out what is really important to you, over and above your financial situation.
Peter will also explain about how we work and the likely fees which would be payable if you continue to work with us.
If it’s agreed that the services which APW Financial Planning offer are appropriate for your needs, Peter will prepare a short report, documenting the discussions and the areas for further consideration. We’ll then move on to the next stage of the process – Diagnosis.