Online Mind Mapping and Brainstorming

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You!! by Mind Map: You!!
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You!!

1 - Homework (3 weeks prior to APM)

Confirmation of APM details

Income Questionnaire

Assets Questionnaire

Life Review Questionaire

3 - APM "Diagnosis"

Discuss changes since last APM

Confirm your goals & objectives

Present the "Truth" about your money

Confirm follow-up actions

2 - Lifetime Cash Flow updated

Asset values updated

Inflows to "Bucket"

Outflows from "Bucket"

Planning assumptions revisited

4 - APM follow up work

Please remember that, inbetween APMs, you must feel free to contact us to discuss ANY aspect of your life financial situation that YOU feel MAY have an impact on your ability to acheive your life goals & objectives.   Similarly if there are major life changes that occur to you or your family at any time (events that may well cause you to reconsider your life goals and objectives, for instance) then please let us know.

Send you PDF record of APM action points

Send you PDF of key outputs from Truth & "Diagnosis"

Implement any financial prescriptions agreed during APM