How We Work

At Financial Planning Matters, our process is designed to be straightforward, collaborative, and tailored to your life. Whether you’re seeking clarity, confidence, or just a better plan for the future, here’s what to expect when you work with us

1. Discovery Call

Start with a 30-minute Zoom consultation (€140)

This is our first opportunity to connect. You’ll meet with one of our Certified Financial Planners™ for a relaxed, practical conversation about your goals, current situation, and what you’d like your money to do for you.

It’s a chance for you to ask questions, and for us to understand what matters most to you.

A diverse group of five women sitting around a wooden table in a cozy, modern office, smiling and engaging in conversation. There are notebooks, papers, and coffee cups on the table, with plants and decorative items in the background.

2. Onboarding & Set-Up

We build a clear picture of your finances — safely and securely

If you decide to move forward, we’ll set you up with your own private client portal. Through this portal, you’ll be able to:

Complete your Factfind and Risk Profile Questionnaire
Upload key documents (pensions, protection policies, savings etc.)
Give us a complete, up-to-date view of your financial landscape

Everything is handled confidentially, with the highest data protection standards.

Three people collaborating in a modern office, viewed through a glass window, with a man seated at a table working on a laptop, and two people standing discussing in the background.

3. Strategy Session

Your personalised plan, backed by insight and numbers

In our second meeting, we’ll sit down (virtually) and take you through:

Your full financial position
A clear, visual cashflow analysis
A tailored financial plan with practical, jargon-free recommendations

This is a collaborative session — we welcome questions, discussion, and real-time tweaks to ensure your plan fits your life perfectly.

Two professionals, a man and a woman, sitting at a table looking at a laptop screen and discussing documents, seen through a glass window.

4. Meet Your Support Team

We help you implement your plan — and keep things moving

Once your plan is agreed, our experienced client support team takes over to help put it into action. From setting up new products to switching existing policies, we handle the admin — and keep you informed every step of the way.

5. Long-Term Partnership

As life changes, so should your plan

We recommend regular check-ins to ensure your plan evolves with you. Whether it’s a job change, home purchase, new arrival, or early retirement — we’re here to guide you through the decisions that matter.

Want to explore if we’re a fit?
Book your 30-minute Discovery Call to take the first step toward financial clarity.