Financial Planning

Financial Planning

What is financial planning?

“The process of creating strategies, considering all relevant aspects of a client’s financial situation to manage affairs to meet the client’s financial objectives and life goals.”

At Melvin Financial Services we know financial plans do not have a set and standard template. Our Certified Financial Planner™ professionals will, using a 6-step process, create a highly personalised financial plan that suits you and fits your expectations. Your financial plan will set out your current financial standing, establish your short and long-term financial objectives and will create specific strategies to achieve them.

Our Certified Financial Planner™ professionals will be on hand to continually assist you in reviewing your financial plan as you move through life and your financial needs and objectives change.

Our 6-step process in creating your financial plan

1

Establish and define the relationship with our client

2

Collect specific and relevant financial information

3

Analyse and assess the client’s financial status

4

Develop and present financial planning recommendations

5

Implement the client’s financial plan

6

Review the client’s situation

Get in Touch

+353 (0)96 70244

Phone

info@melvinfs.com

Email