Wherever we are on life’s journey, we all need a financial plan to ensure we reach our financial goals in life. At HerMoney, we will help you establish what your financial goals are. For example, you may want to have funds in place to meet the costs of children’s education, or ensure you have adequate pension provision for a comfortable retirement, or make sure you and your family are protected from life’s unexpected events.
Whilst we are helping you establish your goals, we will also find about you, your family or business, your finances and any policies you may already have. We will then analyse the information we have gathered and formulate your unique financial plan.
Once you are comfortable with and are in agreement with the various aspects of the plan, we will help you implement it.
The process doesn’t stop there however. As life is constantly changing – new job, moving house, getting married, having a child, starting your own business – the list is endless! We will be there to continually give you financial planning advice when you need it. Even if nothing changes in your life for some time, the world around us is continually changing so we will regularly review your financial plan to ensure it is on track to achieve your financial goals.