Working together
A journey to new possibilities
Before we begin working together, it’s important that you feel comfortable with our process. We want you to have clarity and confidence every step of the way, with no surprises along the journey.
Our passion for your future led us to develop the Visualise Your Future process, which helps you see what lies ahead based on your current situation and understand the actions needed to achieve your financial goals.
Working together
Complimentary
meeting
Our journey together starts with you filling out a Work with Lottie form, which helps assess whether Lottie is the right financial expert to support you. If it feels like a good match, we’ll arrange a complimentary initial meeting to learn more about your situation and financial concerns during this challenging time.
Financial fact-find
and analysis
If you choose to go ahead and work with us, we will gather all the key financial details needed to support you through your divorce. This includes a thorough review of both your and your ex-partner’s assets, investments, pensions, income, and expenditure needs. By building a clear financial picture, we can assess your current position and explore the best strategies to protect and secure your future.
Discovery
meeting
We’ll schedule another meeting to review your circumstances in detail. We’ll help establish your needs regarding your standard of living, housing situation, and the income you need for retirement. From there, we’ll determine what you require from the settlement. To give you clarity and confidence in your decisions, we use our Visualise Your Future process to model different settlement scenarios, showing you how each option could impact your financial future.
If you have a solicitor, we encourage them to attend this meeting, bringing together both legal and financial expertise.
Navigating
negotiations
After this meeting, we continue to support you by updating your Visualise Your Future process as negotiations progress. As new offers and proposals arise, we’ll reassess the potential outcomes, adjust the projections accordingly, and provide clear insights on how each option impacts your future.
This ongoing process ensures you remain informed and confident throughout the negotiation phase, guiding you all the way through to settlement and helping you secure the best possible financial outcome.
Building your
future
Once you receive your settlement, it’s crucial to make the most of what you have secured and ensure your money works as hard as possible for you. This is where our regulated business, True Financial Design, steps in.
We create a tailored plan to help you meet your short- and medium-term goals in the most cost- and tax-efficient way. With expert guidance, we ensure your financial future is structured for stability, growth, and long-term success.
Staying
on track
Life doesn’t always go to plan, and unexpected challenges can arise even after your settlement is in place. That’s why we offer ongoing, unlimited support through our regulated business, True Financial Design.
Our continued guidance ensures you stay on track with your financial goals, even if curveballs come your way. Whether you need to adjust your strategy, navigate changes in circumstances, or optimise your finances further, we’ll be here to help, keeping your future secure and your money working as hard as possible for you.
We’re here for the long term
Think of us as your lifelong financial sounding board. Our support goes beyond a single transaction or helping you through a tough moment; we’re here to care for you throughout your journey and our partner company, True Financial Design, will guide you through all your post-settlement needs.
