LIFE WITHOUT LIMITS
We work closely with our Financial Life Planning clients to create and implement a clear Financial Life roadmap based on what’s truly important to their lives.
FINANCIAL LIFE PLANNING 'LIFE WITHOUT LIMITS'
Our financial life planning service ‘Life Without Limits’ helps you to understand what is most important to you in life and why it’s important. We will help you to identify what needs to be in place to maintain the lifestyle you and your family want. Our approach looks at where you are at today and where you want to be in the future. The 5 DREAM stages in summary are:-
- Discover – Finding what matters. Where are you at today and where do do you want to be?
- Realise – Finding the priorities. Helping you to visualise your goals.
- Everest – Helping to overcome. Showing you how to get there.
- Action – The Financial Plan to get you there.
- Mentorship – Encourage and execute the full plan.
* Financial Planning & Cash Flow modelling are activities not regulated by the Central Bank of Ireland