Financial Needs Analysis

‘A GOAL WITHOUT A PLAN IS JUST A WISH’ ANTOINE DE SAINT-EXUPÉRY

You work hard for your money, and it’s not unreasonable to expect to be able to make it work hard for you – by choosing the right investments, the rights savings options and the right places and ways to spend it.

But to be sure you make the right choices, you need to take a step back and have financial analysis carried out.

What is financial analysis?

This is where we ask you questions about you finances – what you earn, what savings you have and what expenditure you have. And we ask you questions about your financial goals – how much you want to earn in retirement, for example, and what type of investments interest you. You may be interested in ethical investments or renewables. There may be sectors or industries which you wish to avoid investing in.

Following this exercise in financial planning and analysis, we will look carefully at the information we have gathered and produce a written report, detailing where you are now, where you want to get to, and our recommendations for achieving those goals.

This is more detailed than cash flow modelling; it’s a life plan for your financial future.

Please get in touch to talk to the Hartsfield team about undertaking a financial needs analysis.