Life Planning Workshop

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The reason that conducting this stage of the financial planning process  is so vital is that it helps individuals understand their own ‘why’; it helps them, perhaps for the first time, think about what it is they want for themselves and their families and gives them a focus for the financial work that we will go on to do with them. Without knowing ‘why’ they are doing what they’re doing, they are less likely to fully be invested in their journey. 

During this workshop we will help people understand their why, their aims and ambitions for themselves and their families at future points in their lives. 

Together with the knowledge of the finance training people will start to understand whether they are on track to achieving their future goals.