The Town Close Process


You talk and we listen. Then we talk and you listen. We will get deep into the issues that are on your mind. We will record facts, both hard and soft and we will diagnose.


Having collected all the relevant data we will prescribe solutions for us to discuss together. We will agree what actions to take. You will have a financial plan and know what needs to be done to best deal with the issues at hand. We will confirm our fees for making your plan a reality.


We will coordinate everything that needs to happen for your prescription to take effect. Some things we will do, others you will do. Once completed you will have a financial plan (prescription) that deals with the issues on your mind. You will be “cured” and our fee will become due (but not a moment before). We will discuss whether or not your financial plan requires ongoing management.