What Is Financial Life Planning?

Financial Life Planning is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.

This may sound elementary but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives. Traditionally financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance–without exploring the broader context. They rarely ask questions like:

“If you had more time or money, what would you do?”

“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”

“What moves, touches, or inspires you?”

Our advisors are trained to ask such questions and, just as important, listen to your answers. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.

We call it Life Planning because what’s really important isn’t your money, it’s your life.

Get in touch

If you’d prefer to speak to us directly, don’t hesitate to call on 0113 252 5737.

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