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Financial planning 
is for
your money journey
Small changes, can make a big difference over the long-term. Are you compounding good financial decisions or bad ones?

We help you get your finances on track and keep them there with good financial decisions...
How it works
Phone
Call
In a 20-30 minute phone call we listen to what challenges you’re facing and let you know if we can help. It’s a quick way to understand if we can work together.
Discovery
Meeting

Your discovery meeting is usually held on Zoom. We use this time to get to knoe wach other better. We’ll seek to understand your money past, how your life looks today and what your future goals are.

There’s no cost for our initial call or discovery meeting

100 day
Plan
There’s always a lot to do at the start and that’s why we get to work with MUVADO’s 100 day plan. We work together like a US president (you) and chief of staff (us) to deliver on your key financial objectives in the first 100 days. There’s six steps
Implement
A plan is only as good as the actions taken from it. We’ll help implement your financial plans and manage your investment accounts.
Membership
Being a member of MUVADO keeps you on track. We’re your accountability partner, critical friend, and money support team. We review your financial arrangements at least annually to ensure they remain suitable and are available to you all year round.
Financial planning helps you…
Maximise
your money
Stay committed 
to your plans 
Adapt in a changing landscape
Sleep
easier
 Avoid expensive 
financial mistakes
Pay the right amount of tax, at the right time
100 day plan

MUVADO’s 100 Day Plan gets you on track.

One fee for:

- Understanding what’s important to you
- Analysing your current financial situation
- Presenting your financial plan
- Provi
ding written financial advice

The fee for MUVADO’s 100 day plan depends on the complexity of your situation.

Muvado Membership

MUVADO’s membership keeps you on track.

One fee for:

- Answer any questions you have, anytime
- Adapt your financial plan to changes
- Hold you accounta
ble to your plans
- Review your financial arrangements at least annually

The fee for MUVADO’s membership depends on your service needs.

Fixed financial planning fees – a clear monetary fee based on the complexity, and not how much you have to invest
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