Lifestyle Planning

What is your money for? 

We are going to talk about your money, but as a financial planner it is equally, if not more important to know who you are, what’s important to you and why. 

This means: 

Listening to you explain about where you are in your life and how you got here; your current and future desired lifestyle, what do you want to do more of? What do you want to do less of? 

Helping you understand what’s most important in your life, and why it's important 

Identifying transitions - I prefer to work with transitions over goals, as goals are what we want to happen, but transitions are what’s happening regardless 

Exploring possibilities to have a life well lived 

Through this you are able be clear what your money is really for – allowing you to get the best life possible with the money you have.