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

The Cashflow Model is how we illustrate your Financial Plan.

We use leading software to map out all your Life Goals to determine if you have enough money to do what’s most important to you from now until retirement & beyond.

To build the best possible cash flow model, we first gain a comprehensive understanding of your current lifestyle: your income, expenses, assets and liabilities.

After we have collated all the necessary information, we are then able to test the impact of your Life Goals in real-time on your Cashflow Model and make informed recommendations to ensure your Financial Plan is successful.

* Financial Planning & Cash Flow modelling are activities not regulated by the Central Bank of Ireland