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The most important aspect of Financial Life Planning is to completely understand what you want from life, as it is only then that you can work out what you want from money and therefore how to make the best use of it.
We believe that money has no meaning without putting it into the context of your overall goals. We find that many of our clients find it beneficial to think very carefully about what is important about money to them, however it is often a very difficult exercise. Therefore, to help our clients work out what is important to them we often use the following tools to help determine and prioritise goals and objectives.
If you wish to complete them, please do so in the order they are listed and follow the instructions very carefully. This is especially important with the Three Questions exercise where you must not move from page to page without having first completed the earlier section.
Should you have any questions or want to discuss your answers please contact us.