Most importantly, that advice enhances our clients’ ability to achieve their life plans.
The only way to make sure of this is to understand what that life looks like for each individual client.
Opening minds to a lifetime of possibilities is our vision here at Lifetime. And this is exactly what financial planning is all about. The most important conversations that we will have with you won’t be about investment strategies or pensions products. They will be about you, the people who matter to you, and what your hopes and ambitions are for your future.
Your first step in financial planning will be to let us get to know you. Robert and Kris will help you to think about your future in a way that you might never have done before. They will help you to consider what is really important to you, and what you really want to achieve in life.
We’ll then ask you for some financial details so that we can understand what you spend, what you have coming in, and what you’ve put away for the future.
Then, we’ll use all of this to build you a lifelong cash flow model. We’ll also introduce you to your financial bucket, a concept we use to help our clients to understand their money. Your cash flow model will let you see whether you are likely to be able to meet your goals. It will also show you what your life might be like in retirement.
We will also be able to help you to test out the different possibilities for your life. Could you afford to work part time? Should you move to a larger house? A financial plan can help you to answer all of these questions. It will also allow you to see what could happen if things don’t go quite to plan. Knowing that you would still be okay if there is a financial crisis or if you suffer from illness or injury can give you great peace of mind.
Our starting point is your story – not ours!
Please have a look at our ‘Big Questions’ video:
Lifetime. Here to help people live the life they want to live, through our financial planning process.
- Robert and Kris are based in the Driffield Office, 32 Exchange Street, Driffield, East Yorkshire, YO25 6LL, and can be contacted by telephoning 01377 593110.
Our Driffield financial planners have certainly helped clients with their finances. Read more: