If I had an hour to solve a problem, I'd spend 55 minutes thinking about the problem and 5 minutes thinking about solutions" Albert Einstein
At Earnslaw Goodlight, we want to provide the best financial advice for you. To do this, we like to follow a process that allows us to be the best we can be.
Step 1: What do you want to do?
Who are you and what is your background? What is it that you want to achieve and why are these things important to you? Are you looking for us to manage only a specific group of your assets, or do you want us to look at the total picture? Talk us through it and you are in control and set the brief, big or small.
Step 2: Share information
Good information makes for a good strong foundation and leads to good outcomes. But it's up to you what you want us to know and you share what you feel comfortable with. Quality in this area results in quality in all areas.
Step 3: Analysis & research
Our turn now and its quiet at your end. In the background we are working. Committing to paper our understanding. Using our commercial experience and independence to develop great solutions. And considering these solutions against the economic landscape.
Step 4: Presenting solutions
Meeting to present our plan for you. Is our understanding of what you want to do and your financial position correct. Presenting our solutions. And modelling the short and longterm outcomes for you or your family.
Step 5: Putting the plan in place
The plan is in place now. Its like a journey, a few twists and turns, but always working towards the destination. Making adjustments as needed and checking in with agreed review dates to see how we are doing.