Free Lifestyle Financial Planning Toolkit

Where Are You Today?

Begin planning for a better future today.

Having a jumble of pension plans, managed portfolios, ISAs, bonds, life insurance and endowment policies can make it difficult to get a full picture of your wealth. During our engagement process, we help clients to identify all of their resources, income, investments and liabilities.

One of the first tools we use is our ‘Where Are You Today?’ questionnaire. It provides a sensible structure to help you answer the questions:

  • What are you earning?
  • Where are you investing?
  • How are you spending?
  • What do you expect to spend in future?
  • What are your lifestyle goals, and how will you meet them?

It's an incredibly useful document that will help you start to relate your future goals to your financial plans.

We believe that everyone should enjoy life to the fullest for themselves and their family. After all, life is not a rehearsal!

We'd love to hear from you, so feel free to get in touch with us to discuss how we can help you to acheive your goals.

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