Financial well-being and coaching
LIFESTYLE FINANCIAL PLANNING – WEST SUSSEX, SURREY & BEYOND
We help individuals and businesses in West Sussex, Surrey and beyond to explore your goals and desires so that we can develop a lifestyle financial plan that puts you on the right tracks towards achieving them.
Where are you now?
Where do you want to be?
What would you like to accomplish?
Your life plan begins with your story
THE LIFESTYLE FINANCIAL PLANNING 4-STAGE PROCESS
We explore your life aspirations in-depth, developing a realistic life-centred plan to help you achieve them. We do not simply look at what you have now, but what you will need in the future, based on your specific desired future and not a generic model.
Once we know what you need to generate to give you the lifestyle you desire, we can make your money work for you and put you on the path towards genuine financial independence.
Want to start enjoying your desired lifestyle sooner rather than later?
Know what you want from life, but unsure if your finances will allow for it?
Wish you could achieve financial freedom?
Confused about the true reality of your current financial position?
Want to realistically project where you are financially headed?
Unsure how to deal with financial obstacles that could de-rail your life plan?
We begin with the future you aspire to and then work backwards to determine the best way to get you there. Selling products and investments is never our primary focus. With lifestyle financial planning, it is you that comes first as we seek to discover your deepest life goals and develop a plan to make them financially possible.