Our step-by-step approach

Your journey with us

The key to success at Bourlet Consulting is our method. We craft each client’s financial journey on their own unique position and aspirations.

A methodical set of steps

How we craft our customer journey

Through discovery, design and details we deliver your personal strategy.

Financial plan


Step 1:


Let’s talk.
Everyone has their own set of unique financial circumstances and aspirations. In this initial conversation, we’ll discuss what you’re looking for.

Step 2:


We’ll explore your priorities in more detail and help you set some specific objectives. We’ll obtain details of your current financial position.


Step 3:


We collate your financial data to establish current progress towards your objectives.

Step 4:


A personalised strategy is drafted to give an illustration of your financial future. We’ll include some alternatives allowing you to see the impact of different choices.


Step 5:


Once you are happy with your future direction, we’ll fine tune your plan.

Step 6:


We’ll recommend actions to give you the best chance of achieving your objectives.


Step 7:


We put into action what we have agreed and keep you informed every step of the way.

Step 8:


After all the steps have been completed, we meet to review how everything is looking and ensure that all your questions are answered. This is the perfect way to round off the initial stages and to set the direction for the future.

Next steps

Get in touch

If you want to know more about our plan and process, simply pick up the phone, get in touch and we would be happy to talk through financial options with you.