Progress

The final stage of the GL Passport experience is an ongoing relationship where we monitor the progress of your plan against your goals and the suitability of our recommendations against any changes to your situation and the outside world. We will make any changes needed in a timely manner all supported with behavioural coaching so you don’t blow up your plan along the way!

To help you, we offer you three routes in your journey: by land, by sea or by air. Each route deals with your circumstances in the round (all your goals, cash reserves, debt, investments, tax and protection) plus areas of further focus aligned to the number of goals and complexity of your bespoke financial plan.

Land X 1 Navigating “by land” will give you a comprehensive financial plan with one area of focus. This can be the case for people just starting out or who have straightforward circumstances, for example.

Sea X 3 Navigating “by sea” will give you a comprehensive financial plan with up to three areas of focus. This can be the case for someone who has a growing business or several significant goals, for example.

Air X 6 Navigating “by air” requires the full spectrum of advice available so you have access to up to six areas of focus with your comprehensive financial plan.

 

< Stage 4: Behaviour