What to expect
So, you've taken the first step
towards securing your financial future, and you might be wondering how it all unfolds.
Let’s take a look at how the process works and what you should expect.
Our initial meeting is an opportunity to build a connection, a chance for us to understand each other better. We’ll delve into the areas where you seek guidance, discuss the ethos of WhiteKnight, and most importantly, assess if I’m the right fit for you.
Following this introduction, we’ll take a deep dive into your aspirations, financial landscape, and the specific service areas you’re keen on exploring.
Together,
we’ll explore the intricate details of your financial picture, examining your income, expenditures, retirement goals, priorities, existing savings, and investment portfolios. We’ll craft a comprehensive list of objectives, establishing a clear path to achieve them.
Throughout this process, we prioritize what matters most to you while ensuring we address every crucial aspect.
Once armed with this valuable information, I get to work. Using our discussions as a foundation, I meticulously search for the best solutions tailored to your unique needs, formulating a solid plan of action. This is a collaborative process, and your input is essential. We may engage in further discussions to ensure we’re on the right track, adjusting plans or proposed products as needed.
Our journey continues
with a face-to-face meeting, where we unpack the intricacies of the plan, products, and solutions I’ve curated for you. This is your chance to share your thoughts, preferences, and any adjustments you desire. If changes are necessary, I go back, refine the plan, and present it to you again. This iterative process ensures we craft a secure and robust plan that not only makes sense to you but also aligns with your comfort level.
Remarkably, there are no fees or charges incurred during this collaborative process. Whether we meet face-to-face multiple times or engage in lengthy phone discussions, your focus remains on understanding and refining the plan.
The specifics of fees and charges will be transparently discussed when the comprehensive plan is presented, ensuring you have a clear understanding of the costs involved. Each client requires different solutions and product, all of which carry varying fees & charges.
WhiteKnight and I, committed to excellence, charge an annual management fee, typically 1%pa and my services are included in this. This fee structure may fluctuate based on the level of service you require, and rest assured, all fees are fully discussed and explained to you.