6 STEPS TO EFFECTIVE FINANCIAL PLANNING
At Ethos Financial Planners we pride ourselves on the relationships that we maintain with our clients, allowing us to help and guide them through the constant change(s) within the financial services regulatory environment and to meet personal changes as and when then happen.
We believe that our Effective Planning process is key to building these relationships.
Talking about concerns and discussing personal finances with a stranger (even if they have been highly recommended) is a daunting process for many. We understand that trust needs to be earned and confidential discussions can only be commenced once that level of trust exists.
At Ethos we follow a six step process to ensure that the trust and communication continues throughout the lifetime our relationship.