Financial Planning: Why?
So what’s the benefit to you to do Financial Planning? From the experience of NOW Clients, they now feel in control, they now know what they want, they know how they’re doing and importantly there is a Plan written down on how together we’re going to work towards their goals.
- What income will I need when I retire?
- Will I run out of money in Retirement?
- What income will my current plans give me?
- Do I have enough “rainy day cash”?
- Do I have a workable “Financial Plan” in place?
- Am I using all my available tax breaks?
- Would I like someone to guide me on the biggest financial decisions I will have to take in my life?
- Am I disciplined enough to make time to Plan?
- What dreams do I want to turn into goals?