"Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do. So throw off the bowlines. Sail away from safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover."

- Mark Twain

Life Planning

Life Planners are trained to focus on the human side of financial planning.  By using a series of structured questions and tools we really draw out your deepest goals and aspirations. Then, using a mix of professional and advanced relationship skills, we inspire you to pursue your aspirations, discuss and resolve obstacles, develop a financial plan, and provide ongoing guidance as you accomplish your objectives in the fastest way possible. We become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
 
At Real Life Financial Planning, we follow the processes and techniques taught by the Kinder Institute. The process known as EVOKE takes you through a tried and tested method of releasing and developing your life goals and objectives.
 
Whilst everyone needs life planning it is particularly useful if you’re going through changes in your life, such as:
  • starting a new job
  • starting a family
  • buying a property
  • divorce
  • planning for retirement
  • receiving an inheritance

Click here for a case study about life planning in action.
 
Book an Exploration meeting today. This is without charge, in complete confidence and without commitment on either side. To discuss matters further please contact Michael Fairweather on 0131 556 0739 or email michael@reallifefinancialplanning.co.uk

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