Three Keys To Financial Planning
“I keep six honest serving-men. They taught me all I know; their names are What and Why and When and How and Where and Who.”
Source: Rudyard Kipling
WE BELIEVE ACCURATE DIAGNOSIS IS 50% OF THE CURE
It is said that: "A doctor who cannot take a good history and a patient who cannot give one are in danger of giving and receiving bad treatment." We also believe that Prescription without Diagnosis can result in Malpractice. Whenever you go to any doctor, he/she will follow the three-part sequence of examination, diagnosis and prescription and we follow the same process in our Financial Health Check.
We ask of our client's three basic questions:
1. Where am I now?
2. Where do I want to be?
3. What are the best ways to achieve these goals?
THE PROCESS - ELECTRONIC FACT FIND
I attach a link to our Free Electronic Client Fact Find, which you may use to download our software and thereafter collate your own personal financial planning details and risk profile, preparatory to a Financial Health Check.
INSTRUCTION TO FOLLOW DOWNLOAD:
• After a few seconds, a dialogue box will appear asking if you would like to “Run” the file or “Save” it to disk.
• Select the “Save” option and choose where you would like to store the installation program.
• Please make a note of the location as this will be needed later.
• Once you have selected the location, the file will download.
• When the download is complete you simply need to locate the file on your hard disk and run it.
• The installation procedure will then start.
• Follow the on-screen instructions to complete the installation.
• The Client Review icon should now be placed on your computer’s desktop.
• When you first run the Client Review program, you will see a helpful advice page which can be printed.
NB: When you return your data file, please “ONLY” SEND THE .EXP FILE that is automatically placed on your desktop screen following your choice to: “Export Data to IFA” on the file menu. It is a common mistake to attach the entire file, which we will be unable to read!
INSTRUCTIONS FOLLOWING DOWNLOAD
The Client Review process is straight-forward:
• If YOU ARE A NEW CLIENT and we hold no data then all you need do is download and install the Client Review software onto your computer. Once installed you can use the Client Review icon on your desktop to enter your information. Once completed you can export the data and send it to you via an email message email@example.com
• If YOU ARE AN EXISTING CLIENT we will send you an e-mail with your data file attached (YOU DO NOT NEED TO DO ANYTHING WITH THIS E-MAIL). All you need do is use the Client Review application to search your Outlook inbox for export files, and import your data, amend it VIA YOUR Free Fact Find and when finished, send it back to firstname.lastname@example.org via the export facility on the same Fact Find.
YOUR DATA IS "ENCRYPTED" FOR YOUR TOTAL SECURITY
In due course we will require your signature to confirm that this information is an accurate representation of your situation. This may be hard copy or electonic.
Copyright Temple Bar Independent Financial Advice Ltd