The 5 Step Process
1: Developing a Present Position
2: Establishing the Client's Financial Goals and Objectives
3: Determining the Problems
4: Developing the Plan
5: Implementing* and Updating the Plan

Developing a Present Position
The client will be asked to complete a detailed Confidential Financial Questionnaire which will advise Newroads on all their assets, liabilities, income, expenses, as well as all of their financial resources, such as company benefits, wills, insurance, etc. This information will be transposed onto our computer database. We will then know exactly where we are starting from. This is called the Present Position.