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Christina's genuine client-centered focus, her total professionalism, meticulous follow-through in all aspects of advantage to the client, her personalised care, ethical principles and social values provide a constant confirmation of my good fortune and wisdom in accepting the original recommendations
Lyn Adams - Retired School Psychologist

Step by step Process

Financial planning is more that a one-time event.  It is a journey, not a destination.

Our philosophy is that small changes that you make today to your financial affairs can reap huge benefits in the future. Just as a pebble cast into the water creates ripples that expand wider and wider, so can your financial independence. Having discipline and commitment is all you need.

Your financial potential is like a combination lock.  Having only one or two numbers dialed in is just a beginning.  But when you have all the numbers dialed in the right sequence good things happen.

That is why we have a well developed process that will help you on your journey.
The journey involves, clarifying your goals with you, educating you on your financial situation and the options available to you, and putting you in charge of your money.

We believe that the process is as important as the financial planning document created.

Our process is flexible based on each individual or family’s needs and desires.

Following is an outline of a typical comprehensive planning engagement.
However, we will discuss the best process for you in your get-acquainted meeting.

STEP 1:  Initial Inquiry
We provide a brief description of our services, philosophies, methodology, and fee structure. We’ll direct you to our website or mail you an introductory packet to help you learn more.  If our services appear to fit your needs, you will schedule a Free Gettting to Know You Meeting.

STEP 2. Free Getting to Know You Meeting
We meet with you free of charge. It’s an opportunity to exchange information about your needs and objectives, to further discuss which of our services are right for you, and to provide you an estimate of the cost of our services. We do not accept commissions, and instead charge for our services based on the amount of time required to provide the service.

If you choose to use our services, we will provide a list of additional information that we will need to begin formulating your personal financial plan. This includes creating your Spending Plan so that we can understand, along with you, how you are currently choosing to spend your income and plan to do so in the future. We prefer not call this exercise "doing a "budget" as this feels to restrictive. Making "conscious spending" choices is what we prefer to call it.

STEP 3. Meeting of the Minds
We will meet again to deepen our understanding of your circumstances, your foundation and focus. We work with you to further discuss and clarify the information you have provided thus far, and to refine your financial goals and objectives.  This is another opportunity for you to clarify your current situation, financial goals and objectives, and to discuss with us any additional questions and concerns

By this stage, basic strategy can be discussed and information is finalised to design your financial plan.

STEP 4. Creating the Vision and Plan
We refine the information you have provided and study various plan scenarios. We conclude our research and analysis, and produce the report that include observations, assumptions, specific recommendations, and an action plan for your unique situation. The report is called a Statement of Advice (SoA) gives you a step-by-step strategy on how you may be able to achieve your goals.
The ball is in our court.  All you have to do at this point is await your next meeting with us

STEP 5. Discovery
Together, we “discover” the results of the financial plan and thoroughly review the written report and our specific recommendations. Any required changes are discussed, as well as future projections and corresponding scenarios.

Congratulations! You now hold your personal blueprint for financial success designed with your financial goals in mind. You are empowered with specific recommendations to implement your financial plan.
We are available to answer questions on your plan at no additional charge for up to a 90 days.

STEP 6. Setting Sail
Together, we sign and finalise all required documents to implement your strategy and begin your journey to a more financially organized life.

STEP 7. Regular Financial Check Ups
Financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic professional reviews are crucial to reaching your financial goals.

The world is continually changing, as are your personal circumstances. We do not believe in a set and forget strategy. It is vital that your situation is reviewed on a regular basis to ensure that it is still appropriate for you. Our ongoing review service will ensure that you will receive regular contact and review meetings, in person or via telephone.
We encourage prompt attention because it is all about achieving your goals and dreams

STEP 8. Peace of Mind
The ultimate goal of The Blue Edge Process is to provide you with peace of mind. This comes from knowing that all your needs and objectives have been considered and that you have an easy to follow, detailed, written financial strategy covering your goals, action plans and targets.

You won’t be thinking about how, why, and when. It’s all done, in one place, with one team reviewing your results. We take care of all the details and organise the bits and pieces of your financial life, so you have more time for your dreams, family, and friends. You leave the details to us and we leave the dreams to you.

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