Our unique process
Find true financial clarity
Our Visualise Your Future process is designed to help you see a clear picture of what’s ahead. This handy tool lets us explore different options and settlement scenarios together, showing you the potential upsides and downsides of each choice.
By using this tool throughout the negotiation process, we simplify complex financial concepts, making them clear and manageable. It helps you understand exactly what you need from your settlement to be secure for life and the impact of different settlement scenarios.
How will the Visualise Your Future process benefit you?
- We initially use it to understand your needs from an income, capital and income in retirement perspective.
- From there, we’ll explore various settlement scenarios, helping you see what each option means for you and whether they meet your goals. If they don’t, we’ll establish what the shortfalls are, their consequences, and to remove them.
- If any gaps or challenges arise, we’ll pinpoint them and work together to find solutions, ensuring you have all the knowledge to make informed decisions about your future.
- Post divorce, we will help structure your settlement in the best way possible to ensure you can achieve the life you want in the most tax and cost-efficient way.
- With clear visual representations of different scenarios, you’re armed with the knowledge and information needed to make the correct decision for you, your children, and your future. As you have the visual pictures of different scenarios, you can see what solution is best for you.
- While you progress through negotiations, we update the Visualise Your Future process so you always know exactly what different settlement scenarios will mean to you.
- Click play on the video to watch a demo of the process, to help you understand how the Visualise Your Future process could help you.
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Lottie talks about taking control of your finances and beyond.