This will help you assess the strengths of your current plans and identify any potential roadblocks. We’ll also recommend your best first step to achieving your goals.
4 STEPS TO REALISING YOUR DREAMS
Week 2 - 3
Once complete we meet to share our insights. We provide you with a framework to make informed decisions, and the confidence that these decisions will solve your problems and bring you closer to realising your objectives.
Week 4 - 6
This is a separate offer we will discuss with you after we have provided our recommendations to you. You are free to take us up on this offer, or to take our recommendations and implement them yourself.
If you choose to continue working with us, we will give you back time by managing many of these issues for you. We will also hold you accountable to your commitments and provide feedback on your progress to maximise the probability of you achieving your goals.
JOHN AND STEPH'S STORY
John and Steph are both working professionals. They have 3 kids in primary school who are all involved in sport and other activities. John loves the challenge of racing marathons, while Steph prefers a 10K or half marathon.
John's big goal was to run 7 marathons on 7 continents over the next few years. They were worried about how financially sensible this was. They want their kids to be able to attend private schools, they are still paying off their mortgage, and they have an eye on the future and the need to build a big enough nest egg to be able to retire comfortably.
The first thing we did for them was to break down the cost of their goals and build a financial model so they could see and understand what was possible for them to achieve.
This gave them confidence that they were able to do the things that were important to them, and provided a framework for them to make decisions about their finances.
We then provided them with step by step, practical recommendations they could implement to get their financial life in order.
John is now half way through his goal of running 7 marathons on 7 continents, and they have been able to travel to these events as a family - ensuring they can all participate and their kids can see the world.
They are comfortable that they can afford to send their children to the school of their choice, and also that they are on track to financial security.
Importantly, we have simplified their affairs, provided them with a framework for making important decisions, and taken away their financial worries.