The More4Life Process

The More4Life Process takes a holistic view of your life.

It includes questions and financial planning advice regarding your Leisure, Health, Business, Family and Money.

To find out more about the More4Life Process, please click on a section of the diagram to the right or read the summaries below.

 

More4Life SNAPSHOT

The More4Life SNAPSHOT provides you with thought provoking questions before our first meeting to ensure you are focused on the aspects that are important in your life.

 

More4Life ANALYSIS

Our first face to face meeting. The purpose of this stage is to get the right answers, by asking the right questions.

More4Life EXPANDER

A tailored individual process that identifies the dangers, opportunities, existing strengths. Outlines your initial strategies and gives you a description of the proven tools, processes and talents that we can provide you with to help the future development of your wealth and lifestyle.

 

More4Life SOLUTION

We address your specific answers to the questions from the More4Life ANALYSIS.

 

More4Life IMPLEMENTER

The More4Life IMPLEMENTER puts into place all the necessary financial, legal, insurance, tax and lifetyle strategies necessary to complete your successful more4life plan.

 

More4Life TARGET REVIEW

An ongoing management program which provides you with all the financial advice and support you need to allow you to achieve your desired lifestyle goals.