OUR METHODOLOGY
IN 4 STEPS
FINANCIAL PLANNING
At the core of our business lies a deep understanding of your needs and goals, allowing us to offer the most appropriate financial solutions through a holistic planning approach. This system, widely implemented in developed economies for a long time, is called “personalized comprehensive financial planning methodology.” The most critical element that makes this methodology different and effective is that the proposed financial solutions are designed specifically for your individual circumstances.
The financial planning process begins with basic data such as age and marital status. Then, elements such as the cash flow statement created according to your financial data, asset balance sheet, risk profile, alternative investment plans, tax liabilities, and legal framework are evaluated together. Thanks to this approach, a financial roadmap where all details are integrated is created, responding to your life goals and needs in a timely and holistic manner.
Only in this way, with a 360-degree considered planning, can you reach a structure that is compatible with your dreams, goes beyond financial freedom, and makes you feel safe and peaceful under all conditions. We call this “financial well-being”.
1
Initial Consultation & Introduction:
We
evaluate how we can contribute to your needs.
The purpose of our first meeting is to get to know each other and evaluate how the financial advisory services we offer can contribute to your needs.
This initial meeting, conducted from a holistic financial advisory perspective, allows us to understand your life goals, priorities, and sensitivities; at the same time, we convey who we are, our working style, and the services we offer in general terms, and answer any questions you may have.
2
Data Collection: Fact Find Process
We
create the foundation of your financial planning journey.
Following our meeting, we move on to a data collection process that will allow us to get to know you better and form the basis of individual planning. In this process, called "Fact Find," our goal is to use the information obtained through tables that clarify your financial situation to:
- Analyze your current assets and liabilities,
- Determine your short, medium, and long-term goals,
- Transform your dreams into measurable financial targets.
This sincere and transparent information-sharing process is the indispensable foundation for building a strong and sustainable client relationship. In this way, we not only understand your goals but also align them with our own objectives, creating a solid ground for a financial planning journey tailored to you in line with a common vision.
3
WealthTech Planning Report
We see and evaluate different
strategies and all their reflections based on data.
At this stage, we work with one of the world's most advanced WealthTech infrastructures in the financial planning and wealth management sector. Thanks to the special technology we use, we can model not only your current financial snapshot but also future possibilities based on scenarios; we can foresee the results of different strategies based on data.
This powerful system transforms all the financial data we receive from you into smart, meaningful, and correlated data sets. Thus, we can create a flexible and open-to-development financial plan specific to your goals. Each modeling has a structure that can be re-scripted according to your changing living conditions, economic cycles, or investment goals.
In this process:
- We determine the most accurate strategies to reach your goals.
- In addition to short-term actions, we present annual net asset projections with a lifelong perspective.
- We support all these analyses with technically highly accurate, user-friendly, and visually strong graphics.
In short, we approach not only your present but also your future with scientific clarity and emotional foresight.
4
Strategic Plan and Implementation
We are now ready to embark on the
journey.
This stage is the point where all analyses, financial insights, and life goals put forward so far turn into a concrete roadmap.
The personalized strategic plan we prepare is not just a financial report but also a concrete document formed by the combination of our expertise, our international standard solution systems, our global collaborations, and our advanced financial analysis tools.
During the presentation of the report, we evaluate all assumptions and alternative scenarios together with you. Thus, considering not only today but also possible transformations and life transitions, we clarify the applicability of the plan. Because in our opinion, a good plan should explain not only what needs to be done, but also how, when, and why it should be done.
At the end of this joint evaluation process, the journey begins…