The only person you are destined to become is the person you decide to be
- Ralph Waldo Emerson
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Our Approach
We are here to empower you, our client to have a great life
What Drives Most People
PEOPLE THEY LOVE
PLACES THEY GO
THINGS THEY DO
We ask the question do you have purpose for your money?
Our Financial Planning Commandments
Clear path to identifiable objectives
Money is a tool, not an objective – focusing on money will leave you unfulfilled
We should focus on life first and money second
Control of daily finances
Ability to cope with financial shock
An investment plan to weather all storms
A financial freedom strategy to provide certainty as we move through life and into retirement
A succession plan to provide clarity and security for those that we leave behind
A tax strategy to underpin your overall life strategy
What We Do Best
INVESTMENT ADVICE
We are dedicated to the proven principles of strategic asset allocation for portfolios with long term time horizons. A key use of wealth is using it to control your time and providing you with options. Few things in life are as valuable as options. The ability to do what you want, when you want, with who you want, and why you want, has infinite ROI (Return on Investment). Better results as an investor lead to a higher quality of life, less stress, less debt and more freedom of choice.
TAX MINIMISATION STRATEGIES
Tax minimization is more than just simply maximizing the amount of money you keep in your pocket. It is a long term engagement and an important component of the overall financial planning process.
WEALTH TRANSFER STRATEGIES
We help our clients structure estate plans that enables them to transfer wealth to the next generation in a tax efficient manner.
RISK MANAGEMENT STRATEGIES
We protect your human capital which is defined as your future earnings potential. We ensure you and your families future is protected whatever path life may take us.
COMPREHENSIVE FINANCIAL PLANNING
We help you craft a lifetime financial plan that is monitored and signposted to help you achieve what is most important to you. We do not advise in isolation and tailor your plan to suit your specific set of circumstances and needs.
“If you can't explain it to a six year old, you don’t understand it yourself” - Albert Einstein''
Our Discovery Process
Step 1 : Align
At our initial meeting we disclose exactly who we are and how we work to maximise your time and inspire certainty that we are the right fit for you. If you like what you hear we listen more, learn and talk about you and how we can help.
Step 2: Engineer
Once we are agreed our values are aligned we will discuss your overall goals and objectives. This part of our process weighs and factors financial variables such as wealth accumulation, retirement, tax optimisation, asset protection and your overall legacy into a coherent strategy.
Step 3 : Analysis
As part of the engineering phase we will analyse all your available information and data with a view to providing you with a clear and coherent strategy to achieve your objectives. We will highlight any potential obstacles or issues and this process will shape your wealth planning goals.
Step 4 : Plan Presentation
We will present all the data accumulated in a clear and decisive manner offering solutions to attaining goals, signposting the process and the sequence of steps required for you to achieve financial clarity.
Step 5: Launch
With strict attention to time management and preservation we work with you to implement your plan. Each element of this portion of the process is designed to optimize your time commitment and protect an exceptional quality of experience.
Step 6 : Evolve
On completion of your discovery process you will be introduced to unique resources and new capabilities. Our role is to set expectations and outline how we will work together moving forward. You’re never done learning, growing or evolving – neither is our relationship. As the years unfold new needs will emerge and priorities will change. We connect periodically to challenge our own strategy and re-engineer where needed to ensure you continue on your desired trajectory.
FORWARD VISION PLANNING LTD T/A DANIEL BOHAN WEALTH MANAGEMENT IS REGULATED BY THE CENTRAL BANK OF IRELAND. CRO NO. 662719
REGISTERED ADDRESS: 21 HUNTERS WOOD, BALLYSEEDY, TRALEE, CO. KERRY