Will I run out of money?
“Will I run out of money?” is the question I most often get asked by clients. For most of us it’s the sort of question which will keep us awake at night.
For my ongoing financial planning clients this service is provided on an annual basis and updated each year. I would normally only provide this for ongoing clients due to amount of time it takes to get everything set up to analyse this.
However, as a result of the uncertainty at the minute and the calls I’m getting from new enquiries I have decided to open up this service as a one-off piece of work.
We look at:
• Where you are now
• Where you want to get to
• Are you on track to achieve this? And if not, what can you do to improve the situation.
I’ve attached a case study from Sally (not her real name) to show you how the system works. Wealth Compass Review case study
If this is something you’d like to discuss further to see if it may be right for you please do contact me on mary@wealthforwomen.biz.
We can have a no obligation, confidential discussion to see what it the best option for you.
Read More
If you enjoyed this post, we recommend the following as additional reading.
The Wealthy Woman’s Guide to Financial Freedom (That Has Nothing To Do With Numbers)
You’ve been told you’re financially secure. So why doesn’t it feel that way? Your financial planner has reassured you. Your balance sheet looks solid. Your investments are diversified. By all accounts, you should feel completely at ease with money. But instead, you feel uneasy, uncertain, and maybe even afraid. If this resonates, you’re not alone.…
How do you choose a financial adviser?
The majority of my clients are females going through divorce,and their husband has dealt with all the finances during the period of their marriage. Therefore when they are faced with having to find an adviser it’s a really difficult process for them to go through. Choosing the right financial adviser to help you plan your…
Does your financial adviser understand your needs and values?
Does your financial adviser understand your needs and values? Does the work you do with your adviser centre purely around your money or is it so much more encompassing than that? When my client and I work together it’s really important to me that I’m working with my client as a person, helping her achieve…