PREMIER CLIENTSPremier @ Prosperous
Financial analysis and planning.
Premier consists of a couple of meetings where your planner will review your finances and look at your current and future financial path.
Your dedicated financial planner will review any decisions you need to make and recommend changes (if needed).
Premier consists of a couple of meetings where your planner will review your finances and look at your current and future financial path.
Your dedicated financial planner will review any decisions you need to make and recommend changes (if needed).
STAGE 1
Discovery Meeting
During stage 1 it's all about you.
Your finances, your goals and your objectives.
Your finances, your goals and your objectives.
STAGE 2
Financial Research & Planning.
Crunching the numbers and creating your tailor-made financial plan.
Financial Planning Made Easy!
The Private Client plan is a 3 stage process that takes a comprehensive look at you, your finances and your goals.
What can you expect with a Premier Client plan?
FINANCIAL ANALYSIS
A review of your current finances where your dedicated planner will map out your current and future financial paths devoid of any changes.
GETTING TO KNOW YOU
Our first meeting is all about you. We believe we have no right to tell you what to do with your money without getting to know you first.
This meeting will form the basis of your plan so we will also cover the review of our finances, date of financial independence and discover your financial goals.
This meeting will form the basis of your plan so we will also cover the review of our finances, date of financial independence and discover your financial goals.
FINANCIAL PLAN PRESENTATION
After your first meeting with us, you will have a clear understanding of your goals, values and objectives and you will also know your date of financial independence.
It is now time for your financial planner to start creating your plan, it is at this point where the financial planning starts.
Your plan is built around you and unique to your situation and goals. Once your plan is finished you will revive a copy before your final meeting.
During your final meeting, your planner will take you through your plan and explain the reasoning behind everything. If you are recommended any products we will help with the implementation i.e setting up.
Traditionally advisors would have a bag of products and they would come to see you and fit their product into your life. In Prosperous we do it the other way around, we do the planning first, see what you need and establish if you need anything at all.
It is now time for your financial planner to start creating your plan, it is at this point where the financial planning starts.
Your plan is built around you and unique to your situation and goals. Once your plan is finished you will revive a copy before your final meeting.
During your final meeting, your planner will take you through your plan and explain the reasoning behind everything. If you are recommended any products we will help with the implementation i.e setting up.
Traditionally advisors would have a bag of products and they would come to see you and fit their product into your life. In Prosperous we do it the other way around, we do the planning first, see what you need and establish if you need anything at all.
Want to learn more?
Below you will find a detailed video explaining Premier @ Prosperous from our Founder and Principal - Eoin McGee.
Typical Premier Clients
The Premier Offering is for those who don’t need an in-depth financial plan but who perhaps are interested in reviewing their finances and planning for the future. With Premier you will be shown your current financial path, current financial future and date of financial independence over a couple of meetings. Plus we will give some guidance in getting you started with any products you wish to get underway. Unsure of which plan to go with? We have a handy self-assessment questionnaire that can help guide you to the correct offering. Just click here to get started, once you have completed it you will gain access to our diary.
