Our Client Journey

Your journey with Blazer Wealth begins

Financial Planning Process
Step 1   Have an initial consultation
Step 2   Gather all the information we require from you.
Step 3   Partner with you to help identify your goals and current financial position.
Step 4   Strategy Meeting
Step 5   Prepare written recommendations on how you can achieve your goals.
Step 6   Discuss the recommendations with you and make sure you are comfortable with them.
Step 7   Implement the agreed recommendations.
Step 8   Keep you Ontrack by reviewing your objectives and financial needs.