Integrated financial planning

The pinnacle of all planning, it is a complete assessment of your financial health at a given time, and is an in-depth and rigorous analysis of the following 7 areas of intervention:

Integrated financial planning is a sometimes complex process that requires your input. It allows you to maximize certain elements already in place, to develop new strategies, and above all, to identify the possible paths towards achieving your dreams and ambitions.

Your VIGILIS financial planner will highlight different facets of your personal, family, financial and tax situation and will develop retirement scenarios as well as analyse the financial risks you face in life and death.

The process, lasting about 4-8 weeks, typically goes as follows:

• Preliminary needs analysis
• Determination of mandate
• Information and documentation gathering
• Full analysis
• Additional information request
• Final presentation.

Subsequent updates will follow a prescribed schedule and adapt to your life changes.