Our unique process

Find true financial clarity

Our Visualise Your Future process is designed to help you see a clear picture of what’s ahead. This handy tool lets us explore different options and scenarios together, showing you the potential upsides and downsides of each choice.

By incorporating this tool at every stage of the planning process, we simplify complex financial concepts, making them accessible and manageable for our clients. It’s perfect for when you have a bunch of ideas and want to understand how they could shape your future or if they’re even doable.

As it says on the tin, it creates a visual picture of your future, and the financial goals and objectives you want to achieve. It also answers questions like:

Can I afford to retire now?

What do I need to do to retire at 65?

Will I run out of money if I keep spending the way I am?

Am I on track to achieve my goals?

How will the Visualise Your Future process benefit you?

We start by using it to understand your income, capital, and retirement planning needs.
From there, we’ll explore various scenarios, helping you see what each option means for you and whether they meet your goals.
If any gaps or challenges arise, we’ll pinpoint them and work together to find solutions, ensuring you have all the knowledge to make informed decisions about your future.
With clear visual representations of different scenarios, you’ll easily see which solutions align best with your goals. Together, we’ll create a plan that feels right for you.
Click play on the video to watch a demo of the process, to help you understand how the Visualise Your Future process could help you.

Watch Lottie in action

Lottie talks about taking control of your finances and beyond.