Does money run your life or vice versa?

Posted by siteadmin on Wednesday 1st February 2017.

I was challenged the other day. Thankfully not to a duel at dawn in Pinner Memorial Park. My musketry skills aren't up to much these days.  No, the gauntlet thrown at my feet was to describe what I do in no more than six words.

Apparently this idea had come about when a five year-old asked one of Google’s founders what he did for a job. His reply (considering his empire spans some of the most complex technology on the planet) was genius - 'I help people find things quickly'.

So with those words of a multi-billionaire genius ringing in my ears, here’s my succinct description of what I do - 'I help people lead better lives'.

I’ve lost count of the number of times I’ve seen people become visibly happier when they have got their finances under control. I could swap the word control for organised and it would still feel correct. For many people, money runs the way they live. Not vice versa.

The ultimate goal of financial planning is that it should allow you the opportunity to live your life how you want to. Hence our strap line of ‘Planning for Life’.  And where we say on our website 'Life is for living and to us, that's what counts'.

It’s the best part of what I do. Seeing people become more relaxed and confident about their futures, because they’ve taken action and have laid out a plan to work to.

Our financial lives can often feel complicated and messy. If we allow them to that is.

A good example of this is when I've seen clients come through my door with a myriad of different accounts, investments and policies. They often try to organise these themselves and get their house in order, but end up at the point of saying ‘sod it, it’s too complicated'. This is where they then become an ostrich and buried their head in the sand with no decisive action taken.

This is just one area where financial planning can help. By looking at the situation objectively, helping to get that financial house in order and feeling a renewed confidence and invigoration about the future. Thus, 'I help people lead better lives'.

Now where have I heard that one before?