Life is hectic and other than a vague acknowledgement of the merits of having goals and a plan many of us simply do not have the time to apply ourselves. Rather, we have collected various savings, protection, investment and pension plans over the years but with no real understanding of how they will all come together to meet our lifestyle goals. We have no idea of the Big Picture.

Technology is all pervasive and in many cases enables us to look at age old challenges in a different way. For example, specialist software is now available which allows you see YOUR future financial position in terms of income, expenditure, assets and liabilities. This illustrates very clearly how YOUR future finances will impact on YOUR ability to achieve YOUR goals.

The benefits of this One Stop lifestyle planning approach -

1. It provides a clear and precise picture (both visual and numeric) of YOUR current and future financial position
2. It illustrates how YOUR long-term financial situation is impacted by YOUR current financial behaviours
3. It allows “What if” scenario planning. This promotes sound decision making as it contextualises YOUR current financial planning decisions and illustrates the future outcome and effect on YOUR goals of making these decisions
4. It allows the identification of risks and actions required to meet YOUR lifestyle goals

This is a game changer and enables the creation of lifestyle financial plans which are about YOU living the life that YOU want.

After all life is not a dress rehearsal.

If you would like to further information on lifestyle financial planning have a look at our video or contact us at 01 4958774 or barry@bellwetherfinancial.ie