Normally, I provide my financial planning service through a series of face to face meetings. The COVID-19 outbreak, caused me to reviewed my business practices. The development of my virtual meeting service for financial planning is one of the changes I have made to keep my clients safe.
Initial discovery meetings are via ZOOM.
So that you gain the most out of our virtual meeting our discussion, I send you a discussion document prior to our meeting. Financial planning is important, it intertwines all aspects of our lives. This pre-meeting document allows you time to think about what you want to achieve.
Our initial meeting usually lasts about 1 hour. During the meeting, our focus will be on understanding your life goals. We will discuss potential solutions and whether I can help. If I can help, I will prepare a report for you with my recommendations.
Financial planning is a long term process. As your goals and circumstances evolve adjustments will need to be made. I meet with all of my clients at least once a year.
Due to the temporary nature of life in the Emirates and the recent opening of video conferencing by the authorities, I am now able to offer overseas clients continuity of service. Therefore, just because you change countries does not mean you have to start again looking for a new adviser.
To book your free virtual meeting, please click here.