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