The First Service - Life Planning
The first and most important service is that of Life Planning. This is the process of getting to know you, how you got to where you are now and where you want to get to in the future. What you want to achieve, financially, in say the next 5, 10, 15, 20, or 30 years, or whenever. What’s important to you? What drives you? What are your lifestyle expectations? We will also ask you about your current financial position that will include your income, expenditure, assets and other financial arrangements.
In other words, what do you want your money to do in the first place! Without answers to these fundamental questions no financial decisions can be made. We will also work with you to identify the cost of your current and future desired lifestyle allowing for all of the things that you want to do in your lifetime. Most people find this an enjoyable part of the process as it helps them to identify what they want to do with their lives – now and in the future.