Strategy Development

Using the IFM as the 'base case' scenario, we get together with you for a series of working meetings to progressively develop appropriate financial strategies to enhance your financial outcome. We create financial models to reflect the effect of these strategies on your overall financial position. At each meeting we present to you the revised financial model and compare the new outcome to the IFM. This allows you to see clearly the financial effect of each suggested strategy.

The aim of this process is to produce the Ultimate Outcome Model (UOM). The UOM reflects the strategies that produce an outcome appropriate for your needs and it provides the mechanism for you to achieve your goals and aspirations.

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