Getting Help With Your (Financial) Decisions

As I wrote in my last post, making better financial decisions has to be a conscious decision.

Because making the ‘right’ decision is often difficult, and requires some sacrifice.

The good news is that part of a good financial advisers service will be helping you make these decisions.

In fact, they’ll make it easier for you make better decisions.

And what a huge difference that makes!

That’s what we do at planningSOLO too. Here’s how we go about it:

1.       We get to know you

What you have, what you owe, what you earn, what you spend, where you’re heading, where you’d like to go, how you’d like to do it, who you’d like to do it with.

Not what people ‘like you’ are doing, have done, or should do.

2.       We build a model of your financial life

We take all of the data we’ve collected and construct a detailed model of your financial life as of today.

3.       We explore all the ways we could improve your finances

Using that model, we run a whole bunch of scenarios to find the most suitable path for you to achieve what you want – with what you have.

4.       We advise

Simple, right? Not always.

Our recommendations are tailored to your situation and we’ll talk about what you need to do, what you need to do less of – and what you need to stop doing.

And all of our advice – ALL of it – is in the service of giving you the best chance of living the life you want to live.

 A big part of this is giving you your financial context. By getting to know you – really getting to know you, and what you want to do – we can help you answer those big questions:

a.       Can I afford this?

b.       Should I buy this?

c.       If I do, what does that mean for me in the longer term?

d.       How much can I save? How much do I have to save?

This way, you can drive your finances – instead of being a slave to their whims. We give you the confidence in your answers to these questions.

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