By using a series of structured questions and tools we draw out your deepest goals and aspirations.
Then, using a mix of professional and advanced relationship skills, we inspire you to pursue your aspirations, discuss and resolve obstacles, develop a financial plan, and provide ongoing guidance as you accomplish your objectives in the fastest way possible.
We become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
The process
1
First meeting
The first meeting is completely free and allows us to get to know each other a little better. We’ll take a look at your goals, priorities and dreams. We do this through a series of structured questions that enable you to really think deeply about the life you’d really love to live.
Then we’ll take a look at your money, assets, liabilities, income, expenditure and insurances.
2
Vision meeting
This is where we start to explore your hopes and dreams in more detail.
We’ll find out what might currently be holding you back – whether that’s negative emotions around money, fear of making the wrong decisions, or a lack of time – and help you to find a way round this so that you can bring these goals into the present and make them part of your life.
Then we’ll employ our financial planning skills to find out how we can make it happen.
3
Ongoing meetings
We’ll meet regularly to make sure you’re on track towards achieving your goals. In these meetings we’ll ask you if there’s anything you want to discuss immediately. Then we’ll review things and find out if anything’s changed. If that’s the case, we’ll update the plan accordingly.
It’s a living, breathing document, designed to work with you over the long term.
Evoke
At Real Life Financial Planning, we follow the processes and techniques taught by the Kinder Institute. The process known as EVOKE takes you through a tried and tested method of realising and developing your life goals and objectives. For more information about this process please watch the video below.
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover.”
Here to help
We’d love to hear from you. You can email michael@reallifefinancialplanning.co.uk or give us a ring on 0131 556 0739. Or complete the form by clicking below.