Good financial advice is about much more than balancing your books. In fact, I would go as far as saying it’s a key enabler to living the life you want.
- When you are extremely busy – as tends to be the case when you are a business owner, self-employed professional like a doctor or barrister, or a senior company executive – your household finances and long-term planning can often take a back seat. A good financial advisor will help address that imbalance without costing you lots of your time.
- A relationship with a financial advisor is not just about money. It will help provide a structure and a plan, so you have greater financial peace of mind and the time to enjoy your life.
- The process involves understanding your current situation but is also forward looking helping to identify life’s opportunities and better evaluate options around key transitions like selling a business, retiring or reducing working hours, adjusting your non-executive director roles or getting your affairs in order.
- When we make important financial choices in life most of us look for a source of expertise and guidance to help us take well informed decisions that are right for us and our families. That is what professional, holistic financial advice is for.
Making a positive difference in people’s lives is our focus when we provide ongoing advice. The benefits are plentiful because you will have:
- An increased sense of security;
- Tools to ensure both partners in a relationship are involved and comfortable with the household financial picture and what those finances can enable;
- Flexibility, because things change as we live our lives and plans should adapt to remain relevant and helpful;
- And protection from making behavioural mistakes.
This last bullet point reminds me that many in-depth studies have been completed to measure the value of advice. I will summarise some of their key findings and provide references to these studies in my next post.
Until then… #Livethelifeyouwant.
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