In this phase we start with an exploration of your current financial life with all the associated concerns and issues, through to the development of the vision of where you want to be and what is important in your life, this is a central part of the process.
Put simply this means we explore such topics as:-
- When do you want to retire?
- How much money do you need to retire in the manner to which you would like to become accustomed?
- What plans do you have in retirement? Such as:
- Go on a round the world cruise (or)
- Purchase a holiday home overseas (or)
- Help your children to start a business, or simply give your children a head start in life.. Etc