Apsire Partnership Brochure - page 29

2 -PLAN
Using the information
gathered in thediscovery
meeting, we analyse your
existingposition relative to
achieving your objectives.
1 -DISCOVER
Wemeet with you to
understand your current
situation: your family, your
existing assets, income
andexpenditure.
3 - IMPLEMENT
Once youhave an
opportunity todigest the
information, wemeet
again to answer any
questions and agree a
courseof action.
4 -PROGRESS
Your situationwill change
over time. Your plan
needs toevolve and adapt
accordingly toensure you
remainon track.
CLARITY 03
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