Financial Planning
Life based planning is a tried and tested process. A holistic approach which guides you though a review of how you have gotten to where you are, and a look forward to what lies ahead. I go beyond the usual formulaic approach by factoring in YOU. Your thoughts, feeling and attitudes towards money, your hope and dreams, your family and your purpose.
Step 1. The Discussion
We start by getting to know you during a face to face meeting.
I aim to develop a real understanding of what motivates you, what keeps you up at night, what money means to you and what is important to achieve in your life.
This session is very interactive and often very illuminating.
Step 2. The Analysis
The next step is to build a visual model: where your money comes alive.
You will see and understand how your money will be earned and used, how it will work for you in the future and how long it will last.
I will also show you the impact of the choices you have available to give you peace of mind and understanding of where you are heading.
You can watch a short video by clicking here
Step 3. The Report
Behind the scenes I will then build your personalised report. This includes a summary of our discussions, copies of the models and a step by step plan of action to achieve your goals.
I will present this to you and provide a copy of the report for you to keep.
Step 4. The Setup
Some of the recommendations I give will be things you can take away and do yourself.
Other parts may need expertise, which either I will do for you or refer you to one of my professional contacts.
Wherever the advice takes us, I will be there to guide you.
Financial Planning
Making a Life Plan gives you more than just a report, it gives you:
• A step by step plan of action
• Clarity and confidence in your financial future
• Peace of mind
Get in touch using the link to discuss you this can help you.