Our Planning Process

Understanding the financial planning process can sometimes feel like a daunting task.

To help you understand the basic planning process here at Bugden and Partners, we have put together a summarised illustration to clearly depict the steps we take to reaching your goals.

Step One - Gathering Data
Initial Meeting
Step Two - Identifying Goals and Objectivies
Step Three - Plan Preperation
Step Four - Presenting the Plan
Meeting Required
Step Five - Implementing the Plan
Step Six - Ongoing Service
Annual Meeting