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. CERTIFIED FINANCIAL PLANNER™ practitioner team 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™ practitioner team 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


Establish and define the relationship with our client


Collect specific and relevant financial information


Analyse and assess the client’s financial status


Develop and present financial planning recommendations


Implement the client’s financial plan


Review the client’s situation

Get in Touch

+353 (0)96 70244