For who you are, where you are.
Money is there to support your life
Life is full of infinite possibilities. However, money is finite.
The challenge is trying to match your life’s possibilities with your money. Often there is a mismatch between the money you have and what you want to do. This often causes anxiety.
By choice or by chance
There are transitional events in life that happen to all of us. It’s a matter of whether you allow them to happen by choice or by chance.
Our job is to make sure you have choice.
Hopes and dreams
It’s important to talk about your values, what’s important to you, and what you want in life. In fact, it’s good to write these things down.
Why? Once you define what you want in life then we can start to work out what it will cost. That cost is the beginning of a financial plan.
It’s important to know your values
Why? Because your values provide the direction. A goal is your destination. What matters is how you get there.
For example. You may value solitude so you set a goal to go fishing at least once a month to enact that value.
Each way of fishing has a different financial requirement.
Financial planning will help you to fund the fishing trip whether it is trout fishing in the mountains, scuba diving in the Maldives or deep sea fishing off the shelf.
Our job is to help you ensure you have the financial resources to make your fishing trip possible.
You all have different needs, experiences, and emotions associated with financial matters.
If you would like experienced insight to better understand your choices regarding your financial affairs, we can help.