A Financial Road Map is a crucial tool in helping you understand what's important about money to you, and can be instrumental in helping you to pin down goals for the future. Here's how the Financial Road Map fits in with our Values-Based Financial Planning process, in order to build your bespoke Financial Plan.
Values-Based Financial Planning is an important part of how we help our clients plan for their future.
When you sit down with one of our advisers, whether it's face to face or online, we'll begin by using your Financial Road Map to focus on what's truly important to you, and the goals you want to achieve.
Using a proven process we'll help to uncover your values, the things that matter to you as an individual and on which your future Plan will be based, and we'll work with you to define your goals, what they look like to you, their cost, and agree a timescale for their achievement.
If you decide to proceed further we 'll then go on to create and implement your own personal Financial Plan, designed to give you the highest probability of achieving your goals, and we will work with you over time to keep up momentum, agree modifications and make changes to your Plan as conditions and circumstances change, and work with you every step of the way towards fulfilling your Plan over time.
It's a lifelong process, and completing your Financial Road Map is a crucial first step. It's a process we've been using for the last two decades, and it has helped thousands of people to get real clarity about the future. It can help you, too, by enabling us to create a truly bespoke Financial Plan based on your own unique circumstances and goals.
You tell us what you want to achieve, and we'll help you take the financial steps that turn your plan into reality. You may wish to move home in the future, change careers, build a business or make a major purchase. Or perhaps you want to spend more time with your family or on your hobbies? You may be focused on building a solid enterprise, or you may be longing to get out of the rat race and just relax. Every person's meaning is different and, by figuring out what drives you, we can start to make a plan to reach your personal goals. What do you want to do with the rest of your life?
During the Financial Road Map meeting, we will be doing most of the listening so that we can really understand what matters to you as a person. Honing in on your values can help you clarify what it is that you care about, and help you to pin down your goals for the future. A truly effective financial strategy will be harmonious with your values, and experiencing your values is the payoff resulting from a properly thought-out and executed Financial Plan.
If you think this sounds like something that would benefit you, why not get in touch with us today to begin the first steps of creating your own bespoke Financial Plan? Here at Chesterton House, our clients have trusted us for over three decades to help them grow, manage, and protect their wealth. If you like the sound of our service, you can find out more and get in touch for a free initial chat here.
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