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Lifestyle Financial Planning

Lifestyle Financial Planning In the first of a series of articles I discuss Lifestyle Financial Planning, what is it and how it can help you. Making provision for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.


Scott Robinson of Sabre Financial says “Whatever your goals are along life’s journey, we’ll help you keep them within sight. You may want to protect your wealth, grow it, or spend it in your lifetime. We’ll explore every aspect of your financial world, taking everything into account to create a financial plan that works for you.


We will look at why it’s important to understand your ambitions, your concerns and your investment attitude to create a joined-up approach that works as your priorities change and you go through different life events. Creating a lifestyle planning approach should bring order and coordination to all areas of your finances, so you can achieve your lifestyle goals without fear of running out of money.


No two people have identical financial circumstances, which is why it’s essential you have a custom financial planning solution that meets your individual needs and goals. Planning for financial success can be complicated in today’s world. A broad knowledge of everything from complex retirement and investment products to risk management strategies and tax laws is required.


Your financial roadmap should provide you with clarity about your future. It should detail every aspect of your vision – your hopes, fears and goals. It should also describe exactly how your future will look and help you to know exactly where you are headed and when you are likely to arrive.


Part of this process is to understand ‘your number’ – in other words, the amount of money you’ll ultimately need to ensure complete peace of mind in knowing your future lifestyle is secure and making sure you don’t run out of money before you run out of life.


By getting to know you and what you want to achieve, we’ll be able to provide you with a detailed action plan that is focused on you. Using a comprehensive financial planning process, we can get a clear view of your current lifestyle and the life you want to live.


Initially, you need to create a financial roadmap which enables you to make the right financial choices and get the balance right between current responsibilities and future aspirations. All of this should be designed in a way so that you can achieve your desired lifestyle goals and objectives reliably over time”.

 

If you or your clients would like further information please contact Scott Robinson, on 01548 856444 or email scott@sabrefinancial.co.uk .

Sabre Financial is a trading title of Sabre Financial Planning Ltd. Sabre Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.


 

 

 

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