It's about making sure you have the funds to carry out your dreams and aspirations and take care of any eventualities should anything happen to you along the way. Just as you might instruct a personal trainer to help you achieve your sporting goals, a financial planner can be used to help you fund your personal goals. Without goals, you don't know where you are heading. However, some people find that goals can be hard to set.
If you have difficulty in clarifying your goals, a good starting point is to visualise what you want to do as well as what you would regret not doing if something happened to you tomorrow. Once you know what goals you are striving for, a financial report can help you to achieve them. Karen and Sarah use specialist software which help calculate the amount of funds you'll need to carry out your dreams and aspirations.
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