Our Process

CAST WEALTH PLANNING

Our process is designed to take you from your first meeting to a fully implemented, ongoing plan. Here’s how it works, step by step.

Step 1

Book an Appointment

It starts with a conversation. Book a clarity session with us—no pressure, no product pitches, just an honest discussion about where you are and what you’re trying to achieve. In this first meeting, guided by our RoadMap, we focus on your values before moving on to your goals. We’ll explain how we work and answer any questions you have. By the end of the session, you’ll know whether we’re the right fit—and you’ll leave with clarity around your values and direction, regardless.

What to expect: A relaxed, conversational meeting where we listen more than we talk. You’ll leave with a clear understanding of what working with CWP looks like.

Step 2

Begin the Model

Once the RoadMap is complete, we begin building your lifestyle model—usually within the same clarity session. Together, we work through a guided online fact-find, gathering key details around your finances, goals, lifestyle priorities, and existing arrangements. Because this process is collaborative and structured, it’s largely fail-safe. In most cases, everything is captured in one sitting, with minimal follow-up required. Steps 1 and 2 are typically completed in a single meeting of around 90 minutes.

What to expect: We’ll ask detailed questions and work with you to ensure we have an accurate picture. This is where the foundation of your plan is built.

Step 3

Cross The Bridge™

This takes place in our second meeting together. Using the lifestyle model, we focus on your current position versus proposed scenarios, walking through options and explaining the implications of each. We bring everything together in a clear, structured way so decisions feel informed and confident. By the end of this session, most clients have crossed the Bridge™ and are close to reaching their Merge Point.

What to expect: A series of focused conversations where we translate complexity into clarity. You’ll see your financial life visually and understand it in a way that makes sense.

Step 4

Reach Merge Point™

Now everything comes together. This is where your values, lifestyle, and financial strategy align into one integrated plan. We present a clear, cohesive roadmap covering cash flow, risk, investments, retirement, tax, and estate planning—designed entirely around your life. You’ll understand not just what the plan is, but why it works and how each part connects.

What to expect: A clear, actionable plan that shows exactly what needs to happen and why. You’ll understand how everything fits together and what your next steps are.

Step 5

Implementation

Once the plan is agreed, we move into implementation. This includes setting up or adjusting policies, investments, and structures through our specialist partners. Most of this process does not require an in-person meeting—documentation and approvals are handled digitally, making the experience efficient and seamless. Because of the clarity built through Steps 1–4, implementation feels straightforward. For most clients, this stage is simply a matter of reviewing and signing, rather than making new decisions.

What to expect: Smooth execution with minimal disruption. We handle the details, keep you informed, and ensure everything aligns with the plan we designed together.

Step 6

Ongoing Reviews

Life changes, and your plan should too. We review and adjust your strategy when needed to ensure it stays aligned with where you are and where you’re going. Whether it’s a change in circumstances, priorities, or the wider environment, we make sure your plan continues to support your life.

What to expect: Regular check-ins that keep your plan relevant. This is where the long-term partnership really shows its value.

Ready to Begin?

Book your clarity session and start the journey from confusion to confidence.

Book Your Appointment