How Our Planning Solutions Work
Practical, transparent, collaborative
Our process is designed to deliver clarity and support at every stage. We focus on understanding your circumstances, providing analytical reviews, and recommending solutions that evolve with your goals.
Meet Our Advisory Team
A diverse group of professionals with proven expertise.
Jordan Mitchell
Strategy Advisor
Focus
Client analysis
Key Skills
Jordan brings a practical mindset and a strong analytical background to every client engagement.
Industry Recognition
Awarded for excellence
Team Leadership
Led major projects
Priya Sethi
Client Advisor
Focus
Solution design
Key Skills
Priya excels at turning complex challenges into practical, actionable solutions for clients.
Client Trust
Built strong relationships
Innovative Thinking
Developed new processes
Ethan Bell
Review Specialist
Focus
Analytical reviews
Key Skills
Ethan’s attention to detail ensures every review is thorough and actionable.
Comprehensive Reviews
Produced detailed analyses
Certified Specialist
Achieved professional status
Hannah Lee
Support Consultant
Focus
Client support
Key Skills
Hannah is dedicated to ensuring clients receive prompt assistance and ongoing support.
Responsive Service
Known for follow-up
Client Satisfaction
Consistently high feedback
Our Methodology in Practice
A transparent process that adapts to your unique planning needs, ensuring clarity and actionable outcomes at every step.
Initial Needs Assessment
We begin by understanding your current situation, main concerns, and overall objectives. This forms the foundation for our approach.
Our Primary Goal
Clarify your objectives and set priorities.
What We Do
Conduct a structured interview to gather details and identify the main areas where support is needed.
How We Deliver
Use open-ended questions and detailed forms to ensure all relevant information is captured.
Key Tools Used
Consultation templates, secure forms
Results and Outcomes
Assessment summary and key priorities
Personalised Analytical Review
We provide an analytical review based on your information, highlighting actionable insights and areas of opportunity.
Our Primary Goal
Deliver relevant and practical analysis.
What We Do
Examine your situation using industry benchmarks and scenario analysis to identify strengths and gaps.
How We Deliver
Apply analytical tools and review methodologies that support transparent recommendations.
Key Tools Used
Industry data, review checklists
Results and Outcomes
Analytical report and next steps
Consultation and Recommendations
Discuss analytical findings and collaborate on practical next steps tailored to your goals.
Our Primary Goal
Create a realistic, actionable plan.
What We Do
Present findings and discuss options, ensuring all recommendations are clear and achievable.
How We Deliver
Host a focused consultation session, using visual aids and plain language for clarity.
Key Tools Used
Presentation materials, video calls
Results and Outcomes
Summary of recommendations
Ongoing Support and Follow-up
We offer continued guidance, responding to changes and supporting your evolving needs.
Our Primary Goal
Ensure ongoing relevance and support.
What We Do
Schedule regular check-ins and provide updates as needed to keep your plan current.
How We Deliver
Use secure communications and scheduled sessions to maintain consistent support.
Key Tools Used
Client portal, support system
Results and Outcomes
Follow-up notes and updated guidance
How solmarae Compares to Other Options
| Feature | solmarae | Competitor A | Competitor B |
|---|---|---|---|
| Consultation-based solutions | |||
| Personalised analytical reviews | |||
| Transparent process and reporting | |||
| Dedicated ongoing support |