Working together

Our journey together starts with you filling out a Work with Lottie form. This helps us understand your needs and whether Lottie is the best Financial Planner to support you. If it feels like a good match, we’ll arrange a complimentary initial meeting to learn more about what matters most to you.

This meeting can take up to an hour and a half, and it’s where we drill down further on your current situation and what you are looking to achieve. Together, we’ll create a clear picture of where you are today and how we can help you achieve your goals.

After the Foundation Meeting, we’ll collect any additional information we need from you and relevant providers, making the process as straightforward as possible for you. This will help us tailor our approach to fit your unique goals and aspirations, ensuring we’re on the same path.

We’ll gather and analyse all the key information, creating a plan that aligns with your goals and sets a strong foundation for your future. Once we have the information, we complete our full analysis and put together our recommendation, including our Visualise your Future process. This handy tool showcases different options and scenarios, allowing you to see the potential benefits and drawbacks of various decisions.

From here, we’ll meet to go through our findings and discuss them in detail. If and when you feel fully comfortable, we’ll move forward with implementing our recommendations (or a version that suits you best). You’ll also receive our recommendations in writing to review before anything is put into action.

Once everything has been set up, we will provide you with unlimited support on an ongoing basis. Even if there are some curveballs along the way, we’ll ensure your plan stays relevant, adjusting it as needed for any life changes, market shifts, new legislation, or changes in your risk tolerance.