Once you have understood your options and decided which type pf budget you want to have, a detailed discussion about your specific health and wellbeing needs should take place. 

This discussion should include: 

• the needs and outcomes that matter to you.
• your health needs and how they impact on your wellbeing.
• your circumstances including home, work and family.

The aim of this is to provide a full picture of you, your needs and any goals you may have in order for the PHB to be successful. 

Your needs and outcomes should be determined before an indicative budget is produced (Step 3).