Your journey with Forty Two Wealth Management will follow these five steps:
Step 1: Exploration
The first stage of the Financial Life Planning process is exploration. We will spend the time to explore the reasons behind your visit and deal with any urgent issues on your mind. We then move on to explore the things that are important to you and encourage you to explore a vision for your own future and the future of your loved ones.
Step 2: Vision
During this stage we take your dreams and goals and start to bring them to life.
Step 3: Obstacles
The third part of our process deals with any obstacles that may be standing in the way of you living your dream life.
Step 4: Knowledge
Our expertise ensures that we start to lay the foundations of the right plan.
Step 5: Execution
We set up your plan and review at least once a year, or more frequently if your circumstances alter.