Discovery Meeting

During your discovery meeting, we listen to what aspect of your life you would like financial help on. You set the agenda and we begin the process of researching how to achieve your goals.

  • Creating a discipline
  • Making a budget
  • Starting a savings habit (short term/medium term/long term)


What Is Financial Planning

 

Financial planning is the combination of all aspects of your financial world and incorporating them into a coherent, achievable roadmap to achieve your financial goals.

At Pegasus Financial Consultancy we specialise in helping our clients to understand the bigger picture and major benefits of holistic financial planning and assist them on starting on their journey.

It’s not about products, but instead it is about breaking down the big financial decisions in your life into smaller stages that are less daunting and can be planned for.

 

Your Financial Road-Map

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Blueprint for your Financial Life:

In reality life style financial planning is a living document that will adapt and change as your life changes. It will incorporate all of the above life scenarios and we will work with you proactively to adjust the plan on a yearly basis with you to keep you on the right track.

We look at the ‘what if’ scenarios to see are they realistic or not and we work with you to adjust your finances to make those scenarios a reality.


Prioritising Goals:

You have only limited resources, the key thing is to use your resources in the most efficient manner possible to get the best results. We assist our clients in term of prioritising their resources and balancing cash flow for short term needs as well as long term.


Elements of a Financial Plan:

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Pegasus Financial Consultancy
Waterfront Business Center
No. 5 Lapps Quay
Cork