We have designed this process to give you (and us) a framework for making an informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the four key areas of retirement success;

• Can you afford to retire?

• Are you overpaying tax?

• Can your investments be improved or indeed are they in line with your goals?

• Can you eliminate, or at least reduce threats to your retirement?

For people who are a good fit for our firm, there is no cost or obligation to start this process. We want you to know exactly how we can help and add value before you pay us a single Euro in fees or trust us with your hard earned money.

Once we have decided to work together, we will advise you of costs and charges before we start the job of building your financial plan.

Step 1 - Initial Phone Meeting

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

Step 2 – First Office Meeting

Prescription without evaluation and diagnosis is malpractice

The goal of this meeting is to get clarity on your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we request you bring, will guide our analysis, which will shape the answers to the four critical questions.

Step 3 - Our Analysis

This is where the magic happens

We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:

• Can you afford to retire?

• Are you overpaying your taxes?

• Can your investments be improved or indeed are they in line with your goals?

• Can you eliminate, or at least reduce threats to your retirement?

Step 4 - Second Office Meeting

This is where the proverbial rubber hits the road

During this meeting we will explain, exactly what you need to do to achieve your financial goals.

This is where you will see, in euros, how we at Fortress Financial Planning can improve your finances.

At the end of this meeting we will ask you to go and think about the areas we have highlighted and to sleep on it.

Step 5 - Sleep On It

Having been in this business for more than 20 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

Do I like/trust/respect the team at Fortress Financial Planning?

Will the benefits they provide exceed their cost?

Do I understand and agree with their investment philosophy?

Do their recommendations make sense to me?

Step 6 - Third Meeting/Paperwork

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.