Gardner Financial Management - Financial Planning
Financial Planning
Cash Flow Planning
1. How do you know if you have saved enough money for your financial future ?
2. Is your money being invested in the most effective way ?
3. How do you plan for life’s ups and downs ?
4. What about legacy?
Our lifestyle financial planning service helps you to understand what’s most important to you in life, and why it’s important. We’ll help you to identify, achieve and maintain your desired lifestyle, without the fear of running out of money, whatever happens.
We will start by looking at where you are today, and where you want to be in the future. Then we put together a financial plan that helps you get there.
What’s most important to you?
Typical answers might include:
- Spend more time traveling
- Security and reassurance of financial independence
- The freedom to be your own boss
- To spend your days the way you want to
We’ll consider any barriers that might stop you achieving your longer-term plans, working closely with you to set up the actions you need to take to achieve your goals.
Because life often gets in the way of even the best plan, our annual review meetings will help you stay on track.