Lifestyle Financial Planning is an enlightened new approach to financial planning that could change your health and well-being in a much more positive and impactful way than any of the New Year resolutions we are all trying to stick to!
Lifestyle Financial Planning enables you to find out how much money you may need throughout the different stages of your life and can answer questions like:
The depressing thing is that many people actually amass too much money, but they don’t know this and so still worry and work thinking that “you can never have too much”. It’s sad when they find they have a surplus and didn’t need to work that long or stress over finances after all.
What would you do differently, if you knew you could have pots of money left over at the end of your life?
A Financial Adviser using specialist forecasting technology can model your whole life to show your day-to-day expenses and how much money you will need to invest or spend at certain times such as, when you want to move to that bigger house, when the children go to University, for that holiday of a lifetime and how much you will need to enjoy a great retirement. The forwards projections can account for fluctuations in the stock market and the value of your investments.
Talk to your Financial Adviser and kick off 2018 with a new approach to your financial planning.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Member since: 10th July 2012
I am passionate about 'Buying Local' and supporting our local businesses to 'keep the pound' in town, to help grow our economy here in Lichfield.
We have a wealth of history an eclectic mix of independent...