Our Process

At The Lady Advisor, we understand that each client’s financial journey is unique. That’s why we’ve developed a comprehensive, 4-step process to ensure that your retirement plan is tailored to your specific needs and goals. Our approach is designed to provide you with a clear, straightforward path toward financial security and independence.

STEP 1 – Discovery Phase

In the Discovery Phase, we take the time to get to know you, your financial situation, and your retirement goals. We’ll discuss your current assets, liabilities, income sources, and expenses, as well as your risk tolerance and investment preferences. By understanding your individual needs, we can begin crafting a retirement strategy that aligns with your unique objectives and circumstances.


STEP 2 – Formulation of Retirement Strategy


Once we have a clear understanding of your financial landscape, we move on to the Formulation of Retirement Strategy. In this step, we analyze the information gathered during the Discovery Phase and develop a comprehensive, customized retirement plan that addresses your specific goals and concerns. This strategy will serve as a roadmap for your financial future, outlining the steps needed to achieve your desired retirement lifestyle.


STEP 3 – Implementation of Your Customized Retirement Plan

With a solid retirement strategy in place, we proceed to the Implementation of Your Customized Retirement Plan. In this phase, we’ll help you put your plan into action by establishing a timeline for achieving your financial objectives. Our team will guide you through every step of the process, ensuring that your plan is executed with precision and care.


STEP 4 – Ongoing Assessment

Your financial journey doesn’t end once your retirement plan is in place. In the Ongoing Assessment step, we continuously monitor your progress and make adjustments as needed to ensure that you remain on track to achieve your goals. We’ll also revisit your plan regularly to account for any changes in your personal circumstancesor financial objectives.