 |  | | | How we work: | | Steps to Financial Success | | | Step 1 First Meeting | | | | After initial enquiry, this meeting is arranged to discuss whether our services are right for you and whether you are a client we can add value to. At this meeting we will outline the cost of our services and how we differ from other advisers. | | | Step 2 Information Gathering | | | | Should you agree to become a client, the next step is to gather information about your current lifestyle costs and existing plans and investments. | | | Step 3 Goal Setting | | | | At this stage, we work with you to clarify information provided thus far, and refine your financial goals and objectives. | | | Step 4 Financial Plan Presentation | | | | After we refine the information you have provided and looked at various plan scenarios, including research and analysis, we will produce a final financial plan that includes observations, assumptions and specific recommendations. | | | Step 5 Discussion | | | | After this plan presentation, we will discuss an action plan for your unique situation. | | | Step 6 Implementation | | | | We will then review your financial plan and take the necessary actions. | | | Step 7 Ongoing Review | | | | The ongoing review is an annual meeting to review your financial plan and discuss again your goals and objectives. It is important to note that you cannot go to a gym once and get fit. The financial planning process is ongoing. | | | | |  For more information about how framework financial can help you with your financial planning, or to arrange a consultation, please click here | | | | |
|
| | framework financial: Suite 2, Northside Enterprise Centre, Bunratty Drive, Dublin 17, Ireland | | Phone: 01 867 5221 / 867 5242 | Fax: 01 867 5213 | Email: | info@fwf.ie |
|
|
| |
| | Testimonials |  | During the 15 years of dealing with framework financial, I have found them to be forward thinking and very client focused.
They provide a quality service and, coupled with their recent transition to a transparent fee based structure, ensure I receive advice appropriate to my needs.  | | Leo Mac Canna, CEO, Ocuco Limited |
|
| | | Having been a client of framework financial for six years, I have found they take great care in ensuring that advice is in plain English and suits our requirements. I welcome their fee based system, as it is more transparent. Opting for fee based advice versus traditional commission based products is a no brainer! I would highly recommend framework financial, especially in these times where expert professional financial advice is vital. | | Daniel Collins, Managing Director CMS |
|
| | | I have been using framework financial as a financial adviser for 2 years now. They have helped me to focus on the number I need at retirement and how I can achieve it. It's a refreshing change compared to someone trying to sell me a product or a policy. | | Ian Jackson, Director, go2web Limited |
|
|
|
|
|
