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. Think new US presidency; you are the president with the vision and looking to deliver on your key objectives in your first 100 days; MUVADO is your chief of staff making things happen.

The MUVADO 100 Day Plan is not always 100 days. If you’re super efficient and get things done quickly it could be way less than 100 days. Equally, if something comes up for you and we struggle to make progress quickly, we won’t down tools after 100 days.

The process and stages of the MUVADO 100 day plan are detailed below. The costs of the 100 day plan are outlined on our fees page.

Collect

  • Personal information: assets, income and expenditure, current policy information.
  • Employer benefits.
  • Risk questionnaire.

Strategy

  • Strategy meeting to present your cashflow forecast.
  • Clarifying goals and objectives.
  • Answering your big questions.
  • Tax planning information.

Protect

  • Understand your ‘protection gap’, The difference between the protection you have and what you need.
  • MUVADO provides regulated financial advice for protection plans suitable to meet protection gap.

Invest

  • Analysis of existing pensions and investments.
  • Investment education and guidance videos for your ‘money mother dough’ (your lifetime savings).
  • MUVADO’s investment philosophy presentation.
  • Investment risk discussion and agreement of risk profile.

Recommend

  • Establish surplus cash and/or income available for investment.
  • An overview of changes needed to exisiting arrangements.
  • MUVADO provides regulated financial advice for pensions and investments suitable to meet your objectives.