FINPAS PROCESS
CLIENT PROCESS
Holistic Financial Life Planning
Our financial life coaches do a full assessment with you, going through a 4-step process before making any recommendations. We look at every aspect of our clients' lives and calculate potential risks, challenges and costs together.
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We view you as being in a partnership with us, where our responsibility is to act as your financial conscience & coach, and to ensure that the outcomes you expect are matched in this complex commercial world.
STEP 1: FACT FINDING
It is important to stop and take stock of where you are when you meet us.
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We help you to identify areas of stress, as well as discussing and emphasizing your goals and aspirations.
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We get to know you starting with the 7 Areas of Life Balance and assess your current situation.
STEP 3: INSTALL & ACTIVATE
We will provide you with a variety of recommendations so that you can make your own informed decisions regarding your money.
Once you understand all of the information we have presented and wish to move ahead, we will co-ordinate the entire process, submit the paperwork and take care of all of the administration for you.
STEP 2: INITIAL REPORT
Analyzing both Human Capital and Financial Capital, we put together a unique Personal Financial Plan to help you achieve your goals.
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We consider alternative solutions depending on what services you are interested in, and the risks and costs associated with each.
STEP 4: ONGOING SUPPORT
& ANNUAL REVIEW
Through regular contact we proactively act as your financial conscience to help you manage your finances.
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We review your situation annually to ensure that your financial plan is adjusted according to your life changes, and continues to work towards your goals.
ADVICE PROCESS
Coaching as a Framework for advice.
At FINPAS, we have developed an advice process with coaching techniques at its core, providing advice and resources to you that are based on life coaching principles.
Our engagement process has been designed to make up part of the advice-led coaching conversations proposition.
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Our ‘Coaching Conversation’ sets us apart from other financial advisors.
WHAT IS COACHING?
Coaching is a conversation that engages directly with,
and has a lasting impact on the individual - you!
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Our aim is to connect with you on a personal level to build a solid and
lasting relationship. Our coaching technique will assist you in thinking through situations, and gaining clarity and insights around these. Ultimately this will allow you to move smoothly through
your action plan to achieve your desired outcome/goal.
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Let us put our coaching strategy into process and get you started
on the journey from where you are now, to where you want to be.
WHY COACHING?
It is common for people to feel high and intense emotions when
talking or thinking about money. This can lead to irrational
assumptions that usually result in poor decision-making.
Our financial planners ask decisive questions that ease these feelings, that take emotion out of the forefront and rather bring facts forward.
We bring you from an emotional and biased mindset to a space where you can make your own good decisions, by helping you manage your behaviour around money.
