Financial planning is important. With recent changes to the tax regime it has become even more so. Quite simply it is the critical starting point of any meaningful wealth management strategy.
So what is financial planning? Well the first thing is not to think of it as a one off event. It is on going – a process of setting goals, evaluating where you stand against them, and then reviewing your progress towards them.
What do we mean by goals? Well it’s more than just money. It’s planning the children’s futures. Making sure retirement is going to be the idyll you dream of. And, if things go horribly wrong, making sure your family are protected from the consequences.
So what’s in it for you? Quite simply its peace of mind. That sense of calmness and confidence that comes from knowing you are in control.
You need to find out more. Really you do.