Providing a personal service, through a close and enduring partnership;
striving for security and peace of mind.		 Morton Wilson - Financial Planning

Wealth Mangement

Wealth Management : Mutual Commitment Meeting

The Mutual Commitment Meeting

The third meeting takes place within three weeks of the Investment Plan Meeting.

Here we present you with your Financial Plan which includes statements and analyses of your net worth, income, expenditure, and a forecast of your Lifetime Cash Flow under a variety of scenarios.

We also present your Investment Plan which summarises the recommended changes in your holdings and asset allocation. Additionally, we issue an Action Plan which summarises the process and actions points necessary to implement the proposed changes.

The work undertaken by Morton-Wilson up to the Mutual Commitment Meeting is completely free of charge and without obligation. If you wish to implement our recommendations, we will ask you to sign our Fee Agreement. Morton-Wilson will then implement the Action Plan and consolidate your portfolio.

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