Lifestyle Financial planning is about achieving life’s most important and profound goals. This is putting life before money and not the other way around.
Lifestyle financial planning helps clients identify, achieve and maintain a desired ‘lifestyle’. Money is central to our lives, from birth to death it shapes the way we live and it will have a bearing on most decisions we make.
How does lifestyle financial planning work?
Lifestyle financial planning is a process that starts with an exploration of your current life, concerns and issues. We work with you to help you develop a vision of where you want to be, how you want to lead your life.
This discovery phase will help us to work work out if your aspirations can be met and what steps need to be taken through your own bespoke financial plan.
The next stage is about implementation and we help you to form a clear and realistic strategy. For those who embrace the process the results can be often be life changing.
The plan moves onto a regular review process where we meet up to see if your goals or circumstances have changed and what needs to be done to amend your lifestyle financial plan.