Find Joy in Lifestyle Financial Planning
Are you living a life by default, not by design?
Failing to plan is planning to fail.
Every day, we use money. It is the biggest constant in our life, so why do we shy away from it?
We need money, we want money and we love to spend money!
But is your money serving you in the best possible way?
I guide you to:
Identify what is truly important to you
Create a plan to build and protect your wealth so you can live a life by design
Follow through on your financial commitments
Be accountable to your desires
Bring insight to avoid emotionally driven decisions in important money matters
Anticipate your life transitions (retirement, moving home, buying and selling businesses) and be financially prepared for them
Work through the emotional pitfalls and challenges of financial decisions