At its most basic level, financial planning is about calculating how much money you need to live the BEST VERSION of your life, no matter what.
Proper Lifestyle Financial Planning (or as we call it BettrLife Financial Planning) is very different to financial advice. It can be genuinely life-changing as its first focus is on YOU and the LIFE you wish to lead.
Helping you answer “What’s the money for?” is one of the best things we can do you as it gives context to the future decisions you will make about your money and your life.
We constantly remind clients that life is short and the clock stands still for no one so getting started on your BettrLife Plan will be one of the best decisions you will ever make!