Financial Life Planning
At Serenity Financial Planning we have a clear vision of what financial planning really should look like. It’s new, exciting and different from other IFA (Independent Financial Adviser) and financial planning firms you may have met.
We believe it about your whole life – not just your money. Your money is simply the tool to enable you to live the life you want. We encourage you to dream big and then stick with you on your journey to making your dreams reality. We base your financial plan around your life, your goals and ambitions. Through our focused life planning techniques we can even help you figure out what your goals are so that you live a fulfilled life without regrets.
It’s an ongoing process and we help and guide you on every aspect of your financial and life planning; from making sensible decisions about money related to your true goals in life, managing your daily budget, designing and monitoring your investment portfolio, putting in place an estate plan and ensuring your family is protected. Everyone is different, we understand and respect that.
Our approach is revolutionary. We treat you as an individual and give you the time and environment to explore what is important to you. Only when we know what is important to you can we put in place a financial plan to achieve your life’s goals and ambitions.
That’s why we call it Financial Life Planning
We follow a six step process:
- Establish your goals in life using proven ‘life planning’ techniques that bring your dreams to life.
- Work out what assets and liabilities you have
- Evaluate your current financial position – how close are you to achieving your goals? We use financial forecasting software to answer your most important questions like ‘Will I have enough money to do all the things I want to do?”
- Develop your plan – create a “route map” for achieving your different goals.
- Implement your plan – put in place whatever is needed to make it happen
- Monitor and review your plan at least yearly and make adjustments when needed
By planning your finances to meet your goals you will:
- Have a much greater confidence of where you are going in life
- Reduce your stress levels and start to enjoy life more
- Gain control and peace of mind through knowing whether you’re on track for the future you want for you and your family
We have helped many people achieve Serenity around their finances so that they can truly enjoy today knowing that tomorrow is taken care of. To find out more about the types of clients we work with and if we can help you please email firstname.lastname@example.org.
Tina Weeks is the founder of Serenity Financial Planning Ltd which is based in Barnet. She has over 19 years experience as an adviser and works predominantly with families that need investment, pension and estate planning advice. She also works with business owners and those who are going through divorce or other life transitions. All suitable new clients receive a free initial consultation.
Serenity Financial Planning Ltd
0208 440 4788