Lifestyle Planning
Life can move at a hectic pace. With many of our clients having focused on their careers and raising families. It is often easy to neglect thinking about the future.
Conversation around finance isn't always the first step. Instead, we ask questions to you imagine what your future could look like and how good it could be. From the picture we build, we start to tailor a Lifestyle Plan to will help you achieve that vision.
For many clients, developing a Lifestyle Plan can be an invigorating experience as it:
- It comes from broader discussions that focus on your vision and future.
- It isn't always limited to just money and financial planning.
- Building a Lifestyle Plan is an investment and also an opportunity to take control of your future.
At Active Financial Advice, we help clients of all ages and in all stages of their lives to answer important questions and determine where they want to go and how they might get there. With our expertise, years of experience, and tools such as lifetime cash flow forecasting, we can give you the freedom to enjoy your life, by giving you peace of mind over your future.
Making the time now to stop and think about your hopes for the future can be an important investment. It helps you focus, allowing you to grow your assets through your Lifestyle Plan in order for you to take control of your future.
Cashflow Planning
The purpose of cashflow planning is to ensure there is no shortfall or even excess. Life time cash flow forecasting is essential for you to achieve financial freedom and to provide you with financial peace of mind.
Knowing where your finances are now is just the beginning, We can work with you to build up a picture of your future decisions, making sure you will be able to reach your financial goals and eliminate any shortfalls.
We can help our clients plan and adapt to real life events, before, during and after they happen by using sophisticated cash flow forecasting software to see where you're heading.
Which also enables us to work with you to make smarter and more tangible financial decisions.
One of the services we provide is to illustrate your financial position now and how this position will evolve throughout the rest of your life, good or bad, to give you control of your money and your life.
Let us focus on your investments whilst you focus on what you want to do and live the life that you deserve.
The Financial Conduct Authority does not regulate Cashflow Planning.