The BlueSky Financial Plan
This standalone service we offer is your roadmap, taking you on a journey from where you are now, to where you want to be.
Your BlueSky Financial Plan answers life’s big questions
Our journey begins with a friendly chat to understand your goals. Once we're on the same page, we'll guide you on smart ways to use your income and assets to achieve your goals.The benefits of a BlueSky Financial Plan
How we build your BlueSky Financial Plan
Centred around a cashflow forecast, your BlueSky Financial Plan brings clarity and a sense of purpose. It is at the forefront of our offering and it outlines your current position, defines your desired goals, and illuminates the path to reach them. To get there, we must take two steps.
The first step, the Discovery stage, involves us taking the time to gain an understanding of what you want from life and why. We work together to understand your goals, objectives, aspirations and current financial position.
Then, at the Enlightenment stage, we will build the plan, working together to illustrate your financial future in a visually engaging way. We’ll highlight any areas of concern and make suitable recommendations.
Financial planning can be life-changing…
… it has allowed many of our clients to do things in their lives that they never thought possible. We put people first, not just fancy financial products, and that’s why we’re proud to be financial planners.
How we charge for your plan
One thing that sets us apart from other financial planners is the fact that we charge a fixed fee rather than a percentage. Our BlueSky Financial Plan is a standalone service and we charge £1,750 for building your plan, which includes the Discovery and Enlightenment stages of the process.
You can jump off after we provide you with a plan, or we can implement your plan for you and continue to keep you on course. You can see more about what’s involved at each stage of the process by clicking the button below.
