The Value of Financial Planning

by PenLife Associates
Published: Last Updated on

by PenLife Associates

We believe that proper financial planning is helping clients to attain and more importantly maintain the life they want—no matter what comes their way. Real financial security is invaluable, because it gives you freedom, hope and a sense of security. And more freedom means more time. And more time means more opportunity to enjoy life. Whilst most financial advisers solemnly rely on return on investment, we also measure return on life.

You could spend too long worrying about your finances rather than enjoying them. At that point you’ve fallen into the loop. You’re missing the most valuable thing—the moment. Then, if you miss enough moments, it could lead to a lifetime. And before you know it, you’ve wasted the opportunity.

Yet there’s the most important thing of all—what we think should be prioritised, is whatever you say… So the key thing is you and what you really want, what really matters to you. How do you envision your perfect lifestyle? You’ve got to think about your future, because no one else can do it for you. Although we help people get there, we need to know where ‘there’ is!

Life is unpredictable and it can be difficult keeping up with your financial priorities throughout each life stage, but having a financial planner by your side significantly reduces the stress and pressure. They’ll provide you with an ongoing Financial Plan which can be adapted and amended as you go. That’s why it’s so important to work together with your Financial Planner, with ongoing reviews so that they can keep you on track.

Here at PenLife, we’re very much about building relationships with clients and looking after them, and their families too. We achieve results. We help you get and maintain the lifestyle you want. We give you more time and less worry. More choices. More life.

But why would you ever need a financial planner? Most people are just along for the ride, dealing with whatever comes their way. Its difficult keeping up with your financial priorities throughout each life stage, but having a financial planner significantly reduces the stress and pressure. An experienced professional can easily identify your needs and priorities as you go, to ensure you always know where you’re at, and what you’re working towards. Why don’t you just sit back, relax and think: when can you stop doing what you don’t enjoy doing, and start doing what you really want to do?

Why don’t you start your financial journey today? We can help you stop doing what you don’t enjoy doing (but what we love doing!) and start doing what you really want to do.

To request your free ‘Why You Need a Financial Adviser’ guide, email enquiries@pen-life.co.uk, call us on 01904 661140.

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