FixThatNow
Financial-planning consultation — Financial adviser — Professionals
Providers should define the consultation's activity and permissions before collecting records. Separate goal discovery from suitability assessment or implementation and explain what cannot be concluded from a short preliminary discussion.
Service scope
A focused professional consultation to organise financial goals, identify information gaps and define any further advice required. Its scope and regulatory status must be clear; an introductory conversation is not automatically a complete financial plan or a product recommendation.
What is normally included
- Goal and information review
- Clarifying the advice needed
- Agreed consultation summary
What is not included
- Unlimited financial planning
- Assumed product suitability
- Guaranteed improvement in finances
Qualification checks
- Agree the question
- Confirm activity and permissions
- Set information requirements
- Define written or verbal output
- Explain further-stage costs
Quote guidance
State meeting time, preparation and deliverable together. Make any later planning, product recommendation or implementation stage explicit, without promising that the consultation will identify savings or profitable opportunities.
Lead risks
- The client may expect a full plan from a brief meeting
- Several specialist issues may surface
- Required documents may not be ready
Related services
Explore FixThatNow
Find professionals by service and location.