For some people their goals and dreams may not be clear but we would not want you to worry at this stage. We will encourage you to reflect on what you want to achieve from your life and find that by giving people the time and space to truly do so, they readily form their plans and dreams.
Following the processes and techniques taught by the Kinder Institute of Life Planning, your journey typically comprises 4 or 5 meetings generally lasting 2 hours each and spread over period of about 2 – 3 months. Known as EVOKE, this process takes you through a tried and tested method of releasing and realising the goals and dreams your truly desire.
This support includes enquiry to determine such factors as why you go to work every day, why are you saving for a rainy day, why are you paying off your mortgage, why do you need a pension for retirement ? This all helps develop a relationship based on trust, authenticity and integrity.
So the clearer you are about your life, where it is now and where you aspire to take it, the more effective is our engagement with you, the more tailored is our approach and support. Then when we come to develop your Financial Plan with you – the more bespoke and effective it will be.
There is power in planning. When plans are carefully though through and written out, they tend to come true, whatever the obstacles.
A Life Plan can serve as a guide, helping you align your deepest values, beliefs and goals with your earning power and financial resources so you can realise your dreams.
By combining proven investment strategies and an honest, heartfelt Life Planning process, you are quite likely to get where you want to go.