Our unique system used in conjunction with the powerful Truth™ financial planning software helps you to assess where you are now, where you would like to get to in terms of living the life that you would like to lead and provides comfort that you should get there and never run out of money over your lifetime.
The system will highlight your number!
Your number is the amount of money you need to continue the life that you have or to start the life that you would like to live. Once identified we work with you to develop a strategy to achieve this and then monitor your position each year to make sure that everything is still on track to achieve your desired lifestyle.
Initially, the system provides a guide showing you how your financial future might look. The guide provides a summary of your current future prospets in achieving your desired lifestyle and highlights areas to review in order to achieve your number.
- After this, the system produces a detailed plan with recommendations on the financial route you should take to achieve your number and live the life that you would like to lead, both now and in the future.
- Lastly, and most importantly, the system produces a detailed annual review of your circumstances to ensure that the original plan to achieve your number and desired lifestyle are still on track. If you are not on track, recommendations are provided to rectify this.