Your goals & values
“It’s not hard to make decisions when you know what your values are”
Roy Disney
Before we meet, it is a good idea to give some thought to your values. What are the things that are important to you in the way you live and work? The better understanding you have of your own personal values, the more meaningful any financial plan or strategy that we create will be.
If you are focused merely on money you might miss the opportunity (or possibility) of living your life according to what is important to you. Even though life requires money, money is not the end, it is purely the means to an end.
For some, the pursuit of money is about security, others for freedom or independence and for others something entirely different. There are no wrong answers, your answer is the right one for you.
We can help you with this process.
When we meet, our aim is to gain a better understanding of you, help you to identify your values and priorities and determine how we can help you make better decisions with your money and bring you closer to living your ideal life.