Life Style Financial Planning

We are all on our own individual path in life. At some level we know where we want to be in ten or even twenty five years time. If asked, the majority of us would probably mention good health and financial independence. But there is a lot of life to be lived in between.

Life is not a dress rehearsal

Going through life, we will have goals to achieve at different stages. These could include putting the kids through college, moving house, affording one good holiday a year, setting up a business, paying off the mortgage early, retiring at 60. These are all achievable, but we have to plan for them.
Lifestyle financial planning is about identifying these individual goals, and putting the plan in place now to ensure they are achieved at each identified stage.

Life Style Financial Planning – the key to future success.

The Process

The process is simple and very rewarding. We will meet you initially, without charge, to give us both the opportunity to establish if our service can benefit you. From our point of view, the meeting is also about us getting to know you, and what is important to you.

The next step in the process involves completing a confidential Personal Questionnaire. This information, along with your goals identified at the first meeting, will enable us to put together a comprehensive Financial Plan specific for you. We draw on our extensive experience in cashflow analysis, investing, tax, retirement and estate planning to provide a professional, informative, client-focused service.
Take control of your future with Waypoint.

What is Financial Planning

Our Process