Our clients successfully run their own business. They are busy, not just with work, but with the demands of a young family. We met with them, in the comfort, and convenience, of their home, to discuss what their financial future might look like.
Initially we focused on an ideal retirement date, and income, that would provide them the retirement that they dreamed of and worked backwards from there. We drew up a list of other future financial requirements, such as university fees, helping the children to get on the housing ladder, getting married, as well as the need to save for retirement or any unforeseen events.
We built their personal financial plan there and then. We outlined how to reach each goal and how each one would ultimately affect dream retirement plans. As with their business planning we will continue to review their financial plan every year to make sure they are on track and can navigate the unexpected, should it happen.
Resolve take a holistic approach to planning your financial future to help you reach your goals.