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Private Clients of Scottsdale Consulting are offered a window into the future. Each has their own interactive computer model to tell them what their financial position will be at any time in the future.
Furthermore, any number of these Lifelong Cashflow Forecasts can be viewed to cater for different scenarios. So, if you are planning to retire early, to work less hours, or to pay for private education, you can test drive the plan before committing yourself.
When we advise on your tax planning, we can clearly demonstrate the savings to be made in advance. If you are living on your investments, we can calculate the return needed to maintain your desired lifestyle. If you are selling a business, we can calculate the minimum price needed to secure your financial position. We can test drive what you need to do to be financially independent - not necessarily to retire but to have the choice whether you work or not.
Dispensing with the guesswork will avoid expensive mistakes.
The first step in preparing your financial plan is getting to know you and your family. The more we understand about your lifestyle and your ambitions, the more relevant the plan will be. This stage is crucial in helping you to focus on your priorities in life. Our Private Clients often tell us that they have never before found the time to really discuss, with their partner, how they want to spend the rest of their lives.
Stage 2 is all about gathering facts and figures. We will write off for detailed information on all of your investments, pensions, insurance policies, mortgages, wills, etc. You will be asked to provide details of what you spend. This exercise can be an eye-opener for some clients but it is vital for the process and, once it's done it need only be updated on a regular basis.
Only when we have gathered all the facts and we fully understand your priorities, can the computer model can be built and presented to you. If we believe that there are weaknesses or shortfalls in your arrangements, we will offer solutions and demonstrate their effectiveness to you. We can play 'what-if' before any decisions are made.
Updating the working model as the years go by and circumstances change, ensures that the full picture is always available enabling sound decisions to be taken from a position of knowledge.
The Private Client Service is a fee based Financial Planning and Wealth Management Service. All aspects of financial planning are included within the model and are reviewed regularly. The service is aimed at successful people who are busy. They want to have all their financial affairs in one place and want to review them all regularly with an experienced and qualified adviser. Some of the items included in the financial plan are:
Scottsdale Consulting Ltd | Company No. 04627921
Registered Office:
Oak House, Breckland, Linford Wood, Milton Keynes, MK14 6EY
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