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Lifestyle Planning that focuses on you.
Our process is completely centered around you and your family, so we can see how your finances fit with your goals.
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Our 6 Step Financial Planning Process
We have an open door policy at August Wealth, meaning you can contact us at any point in our relationship and we strive to really understand you and your requirements.
1. Initial Chat
We spend a little bit of time with you in an informal conversation to see what you're looking for. If you're happy, we book in our next more in-depth meeting.
3. Data Gathering
Next, we do a deep dive on your money and your plans to see what you have and how it all fits together for you.
5. Implement
Next, we implement our recommendations and put everything into place to help you achieve your goals, keeping you in the loop along the way.
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2. Discovery
Before we do anything, we get to know you, your goals, your motivations and what drives you. Only then can we make any recommendations to you.
4. Strategy
Once we know where you want to go and what position you're currently in, we make recommendations to help you work towards success.
6. Ongoing Planning
Life changes, and things move as time goes on. Therefore, we meet with you on a regular basis to tweak the plan and make sure it is still working for you.
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