Most of us would concur that successful people plan their lives first, with the all important decisions about money being dovetailed in order to support that individual’s journey.
When decisions are made about money those decisions are more effective, meaningful and appropriate when they are taken from the perspective of how you want to live your life and what you would like to achieve.
Of course, the reality can be more problematic. Money is central to our lives and the power it has to shape the way in which we live is extensive.
A fresh approach
The Life Planning Service at Ashley Law Crawley delivers truly fulfilling and potentially life-changing outcomes.
The service offers a genuinely unique and fresh approach that should be in contrast to what you will have experienced from other financial planning firms and IFAs (Independent Financial Advisers).
We partner with you to embrace and support your journey from the conception of your life plan to its execution, making adjustments along the way to take account of the constant changes that surround you.
How you want to lead your life and the creation of this clear vision is at the centre of the Life Planning experience.
Putting your unique situation first
Before we discuss your finances, the experience starts with us asking you searching questions in order to discover your essential life goals. We work with you to reveal your deepest aspirations. For example, we'll ask you:
“If you had more time or money, what would you do?”
“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”
“What moves, touches, or inspires you?”
We use a framework which creates the environment and the time to uncover what is most important to you.
Naturally, money plays an emotive part in your life. Your pleasant and indeed painful experiences with money in your very early years play a bigger part than you would care to imagine in the way in which you handle money. Sometimes these early experiences with money can have an undue negative impact on the decisions that you make. So, central to our work with you is getting to the root of your learned responses and emotions around money.
Only when we have fully explored your life’s ambitions and goals do we start to formulate a financial plan that will support your unique situation.
As the plan emerges with action plans and strategies to address your life goals, you will start to feel more at ease with your money and your relationship with it. As part of the planning phase we advise and agree your financial plan looking at budgets, cash flow and an achievable investment strategy.
Changing your Life
Over time, fulfilment grows as the plan unfolds and delivers a new path for your life’s journey. One which can literally be “life changing” as you live a richer, fuller life – financially personally, professionally, and spiritually.
About Life Planning and Fees
The Ashley Law Crawley Lifestyle Planning experience is underpinned by EVOKE®, the 5 phase life planning process from the internationally renowned and accredited Kinder Institute of Life Planning.
Exploration
Vision
Obstacles
Knowledge
Execution
Complementary to Ashley Law Crawley’s core service propositions, the Life Planning Service and the experience it delivers is suitable for all clients wishing to experience significant positive changes in the way in which they plan their lives and their finances.
The Life Planning service is fee based and is tailored to your unique requirements. We agree a fixed fee at the outset for advice and work to be undertaken.
In keeping with our standard approach, please remember that we will always openly discuss and agree our remuneration with you prior to starting any work on your behalf.
EVOKE® and Registered Life Planner® are registered trademarks of the Kinder Institute of Life Planning
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