What difference will all our financial planning for the future make
(Mitch Anthony in "The new Retirementality")
if we have no idea what kind of life we want to purchase with those finances?
Think of your engagement with your money matters as a vital ongoing project to help you build the life you want for yourself and the people close to you.
Are you happy to have given enough serious thought to what you want this life to look like? If you have, are your significant others on the same page?
Understanding your money matters as a means to the end of your unique life story is what we mean when we talk about holistic financial planning which is what we do at Mindfulmoney®.
So as a first step in our engagement with you, we’d like to get to know you and understand more about the life you see for yourself. Then we need to ensure that your money matters are put in place in such a way to enable you to live that life.
If this sounds like a discussion worth having, schedule a date and a time that would suit you.