Planning for Peace of Mind
Keeping a keen eye and a firm grasp of what’s going on in your world, money-wise, is only sensible, but that’s often easier said than done. Working with me can give you confidence in your financial arrangements and a clear idea of what you can do and what you shouldn’t do.
There may have been some major changes in your life. Events such as bereavement, divorce, the illness of a partner or the need for later life care, can mean at a time of major stress and distress, you’re having to deal with financial planning and/or budgeting you may not have dealt with before and you’re not confident you’re doing it well.
If any of the above, or other lifetime financial planning issues are worrying you, I can offer a helping hand, a listening ear, many years of experience and a 3-step plan to clarify your options and give you confidence in your financial future.
I work with Baby Boomers or the Silent Generation who need to know that they will not outlive their money. I listen to your concerns and show you how to organise your finances so you can live the life you want in confidence.
My advice and recommendations will be made in a clear and straightforward manner, so you understand the proposed solutions with the minimum of fuss.