top of page

What is life centered financial planning?




As a Life Centered Financial Planner, I use an approach to financial planning that focuses on aligning your money with your values and goals. It's all about creating a personalized plan that helps you achieve the things that matter most to you in life and really has very little to do with things like ‘pensions’


At the core of Life Centered Financial Planning is the belief that your money should be a tool to help you live the life you want, not a goal in and of itself. This means taking a holistic view of your life and identifying the things that truly matter to you, such as your health, relationships, and personal growth.


I work closely with my clients to create a customized plan that considers all aspects of your life. This includes your finances, of course, but also your personal goals and aspirations. Together, we can create a plan that helps you achieve the things that matter most to you, whether that's traveling, starting a business, or giving back to your community.


It helps you to be more mindful and intentional about your spending, this way you can make sure that your money is going towards the things that align with your values and goals. Life isn’t a rehearsal so its more about a ‘spending plan’ rather than budgeting!


Overall, Life Centered Financial Planning is all about creating a life that is truly worth living. It's about using your money as a tool to achieve the things that matter most to you and living a life that is both financially secure and deeply satisfying.

Comentarios


bottom of page