“My role initially is to get to know your story. Where you are now, how you got here and where you want to be. Your life goals are at the heart of what I do.
The next step is looking at the resources you have to be able to achieve your goals. This is where cashflow planning comes in. I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life, allowing us to add timeline events to see whether you are on track to meet your aims (for example retiring early, treating your family to a holiday, purchasing your first home).
The third and final phase is to look at solutions to help you get to where you want to be, whether that is calculating how much additional funding/saving you may need to do, adjusting your life goals or looking at tax efficient solutions that would help save you money over the longer term.”
– Sara Guy, Financial Planner
If you’d like to know more about Sara and how she can support you with your financial goals, take a look at her Profile Here