A life planning session with Kim is something to look forward to – I am always so grateful for how we live, our health, our families, what we’ve achieved and how our lives in the future may look like. read more
A holistic Life Plan and realistic Financial Plan – these are worth so much more when combined to make money and meaning meet. Kim
Life Planning is much more than simply investing money, watching it grow and using it when you need it! Money is more than just a currency – it can hold your dreams and goals for life; it may define personal success or self-worth; it can symbolise security; it could influence where your work and where you go on holiday, even how many children you have.
Money can be viewed as something standing in the way of your freedom or happiness; or as a means to achieving your life’s purpose.
My approach to Life Planning is to open up meaningful conversations around money matters. Together we look at the combination of money and meaning; merging money with the life that you would like to live. We align your dreams and aspirations, the vision you have for your perfect life – with a Financial Plan to ensure that you are able to live a wholesome life.
The result is to create a sense of “freedom of choice” for clients, so that they are able to see money as an enabler in creating a life for themselves that is filled with meaning and purpose.