Stirling Financial Consulting Caringbah
Stirling Financial Consulting Caringbah
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Stirling Financial - Consultation Process
Consultation Process
The most important part of all of this, happens before you walk through our door.
Stirling Financial - Dream
1. Dream
Taking the time and space to properly think about your life, and build a vision of your ideal future is often at the bottom of the list for most of us. Before we meet for the first time, however, we’ll encourage you to put some deep thought into all that. Because we’re going to help you get there.
Stirling Financial - Discuss
2. Discuss
We might have spoken on the phone already, but now well really get into the weeds of it. Your complete financial situation, your hopes and dreams for the future, and how committed you are to making them come true. With a good plan, and dedication there’s very little we can’t achieve together. 
Stirling Financial - Engage
3. Engage
We’ll process everything we’ve learned, and build a map of your current situation incorporating your short, and long term goals. Seeing it all out there, visually demonstrating where you are, and where you want to be can be daunting for some. But now it’s all there, we can figure out a way to make it happen.
Stirling Financial - Strategise
4. Strategise
Next we’ll work on a plan, developing a range of strategies to move you closer to the life of your dreams. You’ll be presented with a variety of sophisticated options, and then together, we’ll discuss the best way forward. Now, for the first time ever, perhaps, you’ll see a realistic path to the future.
Stirling Financial - Commit
5. Commit
Now we get on with it. Putting all your strategies into play, setting up savings accounts, managed investments or whatever we’ve agreed, and it should be plain sailing from here. We’ll help you stay on track with your commitments, if you need the support, and we’ll catch up twice a year (..?) to see how it’s all going.
Stirling Financial - Cost
6. Cost
We’re completely transparent about all of this, and you’ll be given a 12 month, fixed engagement cost upfront. There are no surprises, no hidden costs and no trailing fees.vThe first year is generally more expensive as there’s more work involved, and if you feel you’re on track and don’t need our help after that, no problem at all.