Lifestyle Financial Planning/Cashflow Modelling
Our focus is on you, your goals and aspirations.
Our focus is on you, your goals and aspirations.
Through a carefully structured 'Discovery' process, we will help you identify what is important to you - the things you want to achieve in your lifetime (and possibly beyond).
We will carry out a detailed financial planning analysis including not only your income, outgoings, assets and liabilities, but also any other resources that may become available to you in your lifetime. This gives you an accurate measure of your net worth and current and future financial situation, which we can use to help you estimate the cost of the life you want to enjoy and any legacies you may wish to leave to your family and/or children.