lifetime financial planning
TRANSCRIPT
Financial Planning
Introduction to
Lifetime
What is Life?We each get one turn
It should be lived with purpose.
30's
ChildhoodBirth Death90’s80’s70’s60’s50’s40’s30’s20’s
What is a Financial Lifetime?
Wealth
Age
A Journey of Two Halves
Each Life has Key Financial Milestones
Buying a Home
Retirement
Education Fees
Helping FamilyCare Costs
Career Break
Holiday of a Lifetime
Our Approach is We Focus on YOU
and YOUR Goals
What is Important TO YOU?
Set Some Goals
Without the right tools…
Your financial future can be
difficult to
Our Approach is We review in detail your
current situation
Our Approach is We predict cash flow for every
year for the rest of your life
Our Approach is We show you how
long your money will
last
Our Approach is We help you create a plan of
action to ensure you never run out of money
One Life Wealth Can Help
Understanding You Our Expertise
Arranging SolutionsSetting Goals
Independent Recommendations
Ongoing Review
Keeping You On Track
Creating a Financial Plan
WhyOne Life Wealth?
One Life Wealth
Outcome Focused
Proactive Advice
Transparently Priced
Professional
Accessible
Friendly
Price Promise
Planning is Important
“If you don’t know where you’re going,
you’ll probably end up somewhere else”
Dr PJ Lawrence
Planning is Important
Let One Life Wealth help you live life on purpose
Call Now for a free personal presentation meeting – 01707 262541
Or Click below to Email