1. Where are you?
Together we will create an audit of your current resources highlighting strengths and weaknesses. My clients always find this exercise revealing and helpful. It helps start the process of aligning their hopes and dreams to a viable financial plan. They feel a sense of control. No longer dreaming wistfully, they begin to see the power of action.
2. Offer Clarity
By addressing your concerns around budgeting, savings and retirement planning we will abolish shame and fear and move towards clarity. We create a financial life plan that is uniquely yours.
When it comes to financial matters it helps to have someone who listens with care and empathises with the situation. Part of my role is to listen to you as you work out how to move forward. And I will always counsel you to listen to your ‘better angels.’
4. Money and Time
I help you to work out how money fits into your life as a means to create the time and space to do what is important to you and to be yourself. By helping you to stop procrastinating and being fearful, we invite you to start from where you are with optimism. We create the potential for happiness.
5. The Long Haul
Transformation is rarely immediate. Maybe in a Tarzan
movie (“…and with one leap he was free!”) but not in real life. It takes time to shift your perspective and longer to see real financial results. Progress is not linear, there will be bumps in the road as circumstances change. My role is to keep you from doing anything daft with your money and doing what you know is right.
There is a good deal of mystery surrounding investment and pensions. it is not half as difficult as the ‘financial industry’ make it look. With a little guidance you will be able to navigate the maze. Remember you do not need to know everything, you just need to work out what you want and make sure you’re getting it.
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