Abacus Advice follow a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps:
1 - Engagement
Step 1. An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.
2 - Discovery
Step 2. Here we start to get to fully understand your objectives so we can develop well defined goals.
3 - Research & analysis
Step 3. This is where we develop your Personal Financial Plan. We do this by covering a series of critical steps.
4 - Present Recommendations
Step 4. We’ll discuss the Personal Financial Plan we’ve developed speci cally for you, setting out the realistic recommendations designed to achieve your goals.
5 - Implementation
Step 5. Once you fully understand your plan and our recommendations, we put it into action.
6 - Ongoing Service and Relationship
Step 6. You can agree to an on going service from us. This allows us to, again, follow the critical steps to ensure your plan stays on track.