Understanding
Once the connection is established, then to achieve a proper depth of understanding we need to conduct a translation exercise.
This entails taking what you are looking for, and then translating this into a meaningful way forward.
In simple terms most financial planning and advice comes down to protecting against risks and future planning. If you consider insurance, this is risk management, and investing, this is building wealth for future use.
Most other aspects of finances are related to one of these.
To understand your situation fully, I really need to know what it is that drives you, what your concerns and challenges are, and your personal characteristics and values.
None of these have that much to do with money.
I have my own experience of this, and my own experience of being in business, facing challenges, enjoying family, and sharing all the sorts of anxieties and desires you will have.
In other words, I understand the non-financial factors we all typically have in our lives as we traverse the everyday and look to the future.
I aim to bring my own experience into an empathetic approach, which explores with you precisely what you are looking for, and then once we have reached this understanding, translate this into a financial plan, and practical steps.
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