Lifestyle Financial Planning

M oney affects every aspect of our lives … from the clothes we wear, the cars we drive, the houses we live in, the holidays we enjoy, even down to the food we eat … and as such it means so much more to life than simply budgets and savings.

So many people get stuck in the day to day grind of earning money, paying the bills, saving some for a rainy day etc. that they never actually take the time to think about what it is that money really means and ultimately what it is that they would like their life to look like.


This is where all the hard work you are putting into your business becomes clear and where you identify how your business is going to support you in achieving your desired lifestyle, both now and in the future. This is your financial roadmap which will show exactly how you get from where you are now to where you want to be.

Throughout the time we spend together, we will identify what your desired lifestyle looks like, how much that will cost, the resources you currently have available and how much you will need to earn to achieve it.

This programme is for those women who feel that they have a healthy relationship with their money but need to know the numbers required to get them from A to B.

Lifestyle Financial Planning is a process which will help you to IDENTIFY your current lifestyle, ACHIEVE your desired future lifestle and ultimately MAINTAIN your desired future lifestlye. Money is neither good or bad but it does provide you with choices and importantly Lifestyle Financial Planning will provide you with the ability to CHOOSE how to live your life, without fear of ever running out of money. The process is split down into 3 phases:

The Life Planning Phase

This is the FUN part, where some serious soul searching is required… what do you want to do with your life. At what age would you like to achieve complete financial freedom, how does your life look? How much will it cost to live this life? Are there major financial goals along the way ie. to buy a holiday home to travel the world for a year? This is the dreaming phase and so the sky is the limit here.

“The future belongs to those who believe in the beauty of their dreams ~ Eleanor Roosevelt.”

The Financial Planning Phase

This is where we look at your present situation, we look at the financial resources at your disposal including your income and expenditure… This is where we crunch some numbers and take control. We will work together to create a financial plan to achieve the desired lifestyle that was identified in the initial ‘life planning phase’. This stage can feel like the most heavy but it IS required because dreams are only dreams until you wake up and make them REAL!!!! Fortunately, I quite like numbers and this is where I can really shoulder some of the burden!

Should you decide to work with me in this highly personalised way, you pay an upfront fee of £1,499.  After the upfront fee there will be an ongoing fee of £99 per month with no additional annual fees or hidden charges for you to pay.

The Financial Advice Phase

This is the stage where we can discuss the range of products and solutions (if appropriate) that will fulfill the objectives that have been established within the ‘Life Planning’ and ‘Financial Planning’ phases. This service, I am authorised to provide through 75point3 Ltd (Chartered Financial Planners) and includes Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning.

Sessions include:

    • Tailored program targeting your values based lifestyle and financial goals followed up with a personalised financial plan for you to keep
    • 3 one-to-one sessions – approx. 1 hour duration

At the end of the program you will know:

    • How to align your deepest held values with your money choices
    • How much it will cost to achieve the lifestyle you desire
    • What your ‘number’ is ie. how much do you need to earn in order to live the lifestyle you desire
    • Any areas where you may be financially exposed and how best to address it

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