Financial and Lifestyle Planning
Our financial and lifestyle planning process is designed to help you make smart decisions so that you know how to achieve your financial and lifestyle goals through the proper management of your finances. Most importantly, our service separates advice from the sale of products, providing you with true financial planning. This is opposite to most financial advisers who are only interested in selling products.
Prepare Your Plan
We will help you to identify, quantify, qualify and prioritise your financial and lifestyle goals so that you know where you want to be.
We will build your Lifetime Cash flow Forecast - the core of every Plan because it demonstrates clearly:
- where you are today
- what you need to do to achieve your financial and lifestyle goals
We will provide you with a plan of action.
We will ensure that you know about the risks that may prevent you from achieving your goals and make recommendations to help you manage them.
Implement Your Plan
We will help you to implement your Plan.
Where appropriate we will use the expertise of our professional contacts or work with your existing advisers.
Review Your Plan
We will agree a programme of regular planning meetings at which we will review and update your Plan to keep you on track to get where you want to be.
Contact us to find out more in an initial free one-hour introductory meeting.