What is Lifestyle Financial Planning?
It is creating a plan to use your resources to live the life you want to live.
It is taking stock.
It is overcoming obstacles.
It is considering the things that are important to you.
It is having a back-up if things don't go your way.
It's figuring out the things you absolutely don't want to miss.
It is defining how you want life to be.
It's achieving your vision of a great life as soon as possible.
We believe this is Financial Planning, as it should be.