Life Plan
Finding Peace with Money
Is there more to money management than the insatiable focus on ‘me (and my family)’, periodically interrupted by amounts we give away and assuaged by the tenuous assumption that the institutions looking after our money are doing so ‘responsibly’? Do we find that our relationship with money feeds one part of our soul, our desire for assurance and control, but leaves the other part – our desire to give and to find purpose and value in our relationship with those around us – unsatisfied? Is it possible to meet all our financial needs at the same time as putting our beliefs and our desire to serve those around us at the heart rather than the peripheries of our relationship with money? Is it possible to find peace with money?
What is the Life Plan?
The Life Plan is a rolling holistic financial plan whose purpose is to enable the plan holder(s) to find peace with money.
How does the Life Plan Work?
The foundation of a client’s Life Plan is the Draft Plan, a comprehensive but succinct version of the Life Plan which the Life Plan consultant will work with the client to set up as early in the working relationship as possible.
Is the Life Plan a Regulated Financial Product?
The Life Plan is not a regulated financial product because it does not result in the recipient receiving financial advice.
How much will the Life Plan cost?
There is a basic charge of £600 for the Life Plan, which will be payable once the Draft Plan has been fully and comprehensively set up and the client is ready to take advice and make decisions on specific components of their plan through the Active Plan.