Step 3 - Future Strategy and Implementation

At this stage your financial objectives are compared to your current financial position and:-

• Your risk profile is established for any future investments
• A strategy to achieve your financial objectives is discussed and implemented

It is important to recognize, that whilst a financial plan is good to have, it is only a ‘snapshot’ of your current financial position and a review of your plan and personal circumstances is essential, to ensure that your plan still meets your financial objectives.