Executive Financial Planning
"Harmonics Financials' common sense, well structured and practical approach made it very easy for me to identify areas where my finances could be improved."
Our Executive Financial Planning programme is a bespoke financial planning service designed to support your key executives at every stage of their financial future and help them take control of their financial affairs.
The Executive Financial Programme involves 6 key steps
1 | Clarify your present situation
We collect and analyse all relevant financial data such as existing assets and liabilities, tax returns, insurance policies, pension policies etc. This gives us a clear understanding of your financial situation.
2 | Identify goals and objectives
We then work closely with you to identify what your goals are i.e. retiring at age 55, becoming mortgage free in 10 years. We then work with you to make it happen.
3 | Identify financial problems
We identify any financial barriers to you achieving financial independence i.e. inadequate insurance coverage, a high tax burden or poor performing investments. Once these barriers have been identified we can then work on removing them.
4 | Recommendations
We then provide recommendations on each financial area which is amalgamated into an individualised financial plan. Each financial plan is a comprehensive financial report tailored to your particular circumstances.
5 | Implement strategies
The value of each plan lies in its implementation. We work with you to action the advice given to ensure your financial goals are met.
6 | Monitor and review
We recommend you review your financial plan with us every 12 months to take account of life and economic changes. We provide on-going support throughout your financial future to help you stay on track.
Clarity: Clarity provided to each executive in all aspects of their financial situation.
Deeper Understanding: Each executive develops a deeper and lasting knowledge of their own financial well-being.
Better Prepared: Each executive is much better prepared for their financial future so they can make their financial goals a reality.
Integration: Each executive will now be able to distinguish between the company's retirement plan and their own financial plans and integrate both.