The only way to get to where you want to be is to take that first step. We want to enable you to take that step by showing you the path forward.
The third meeting in the Watson and Sons Advisory process is designed to enable you to make a better decision on the path you want to take. We want you to begin to do, by helping you to understand what the journey will look like, and to be confident in the future ahead. We do this through the presentation of our Statement of Advice, which is our written recommendations outlining the steps we feel you should take at this point of your journey. In this meeting we will:
step through our recommended strategies in a way that is easy to understand
demonstrate how any step will help you in your journey
answer any questions that you may have, and provide further information to you as required
make changes to the steps, until you feel that the direction that you are taking is the right one for you.