Strategic planning service

Our strategic life and financial planning service is the start point for the ongoing, long-term planning process. This is an essential intellectual exercise that sets you on the road to achieving your profound life and financial goals in the most efficient and quickest way. We enable you to resolve the never-ending tension between what you want and need today, with what you will want and need tomorrow. Your plan assesses risk and helps to reduce the risk of failure from both internal and external events. It will provide you with the freedom to live a fulfilled life free of painful issues around money and indeed has the potential to change your life in the most dramatic and far-reaching way.

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Mapmaker Service

Welcome to Planning for Life's new Mapmaker Service - providing you with a route to understanding your money and your life.

Mapmaker is a 2-hour special meeting dedicated to the strategic planning of your life and money.

It is an ideal way to to get a clear overview of you financial life and formulate strategies to make your money work really well for you; and if you have been meaning to "sort out your money" for many years, but haven't done so, Mapmaker will provide you with the kick start you need.

You will come away from this meeting with:

• A thorough understanding of your current situation
• Personal financial statements and a lifetime cashflow
• A comprehensive, personalised risk return profile
• A clear sense of direction for achieving your important life and financial goals
• A list of action points to get you there.

Read more: Mapmaker - your route to financial understanding