Financial Planning
“Financial planning is a broad, comprehensive process. A good financial plan takes into account all aspects of your finances, balancing what you need and want today with the personal goals you have for the future.”
– Financial Planning Standards Council
What sets our approach to financial planning apart is that we do not sell any financial products, nor are we associated with anyone who does. So what you get is 100% objective advice – our only interest is what’s best for you and will get you closest to your vision for your life. We go deep into areas of your financial life, like taxes and estate planning, that others may not. Generally we can demonstrate that the positive impact of our recommendations on your financial situation far exceeds the cost of the plan.
Most importantly, a financial plan gives you peace of mind, and the confidence to make choices that will take you closer to your ideal next chapter.
We work with you to understand all aspects of your current finances as well as your hopes and dreams for the future. We create a model that we use to project the future outcome of different financial choices. So, for example if you are evaluating a severance package, or a divorce settlement, or are thinking about downsizing, we can help you confidently make decisions that are best for you in the long run.
Although we love to do financial plans for anyone experiencing a life transition, we have special expertise in planning for more complex situations, such as marriage breakdowns, and business succession. Please have a look About Lesley for her credentials.
A successful financial plan is a team effort – the quality of the recommendations we provide depends on the detail and accuracy of the information you provide us. We’ll take the time to truly understand what’s important to you and identify the financial options that are aligned with your goals. You’ll get detailed recommendations in writing, along with an action plan for improving your financial condition.
Although we don’t sell financial products ourselves, we can help you find trustworthy professionals who can assist you in implementing your plan.
Having clarity about your financial situation is a great place to start your next chapter from! And, as the changes in your life unfold, you can update your plan as needed to make sure you’re still on track to meet your goals.
P.S. Your financial plan includes a complimentary transition coaching session, so you can experience the power of coaching!
Welcome or not, change takes courage. There is uncertainty. Sometimes it’s hard to know where to start. Sometimes there is something holding you back.
That’s where we can help.