Lifetime Financial Planning
-
Upload
one-life-wealth-planning-ltd -
Category
Documents
-
view
262 -
download
0
Transcript of Lifetime Financial Planning
![Page 1: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/1.jpg)
Financial Planning
Introduction to
Lifetime
![Page 2: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/2.jpg)
What is Life?We each get one turn
It should be lived with purpose.
30's
ChildhoodBirth Death90’s80’s70’s60’s50’s40’s30’s20’s
![Page 3: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/3.jpg)
What is a Financial Lifetime?
Wealth
Age
A Journey of Two Halves
![Page 4: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/4.jpg)
Each Life has Key Financial Milestones
Buying a Home
Retirement
Education Fees
Helping FamilyCare Costs
Career Break
Holiday of a Lifetime
![Page 5: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/5.jpg)
Our Approach is We Focus on YOU
and YOUR Goals
![Page 6: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/6.jpg)
What is Important TO YOU?
![Page 7: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/7.jpg)
Set Some Goals
![Page 8: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/8.jpg)
Without the right tools…
Your financial future can be
difficult to
![Page 9: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/9.jpg)
Our Approach is We review in detail your
current situation
![Page 10: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/10.jpg)
Our Approach is We predict cash flow for every
year for the rest of your life
![Page 11: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/11.jpg)
Our Approach is We show you how
long your money will
last
![Page 12: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/12.jpg)
Our Approach is We help you create a plan of
action to ensure you never run out of money
![Page 13: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/13.jpg)
One Life Wealth Can Help
Understanding You Our Expertise
Arranging SolutionsSetting Goals
Independent Recommendations
Ongoing Review
Keeping You On Track
Creating a Financial Plan
![Page 14: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/14.jpg)
WhyOne Life Wealth?
![Page 15: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/15.jpg)
One Life Wealth
Outcome Focused
Proactive Advice
Transparently Priced
Professional
Accessible
Friendly
Price Promise
![Page 16: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/16.jpg)
Planning is Important
“If you don’t know where you’re going,
you’ll probably end up somewhere else”
Dr PJ Lawrence
![Page 17: Lifetime Financial Planning](https://reader035.fdocuments.in/reader035/viewer/2022062706/5576de68d8b42a87588b4f0c/html5/thumbnails/17.jpg)
Planning is Important
Let One Life Wealth help you live life on purpose
Call Now for a free personal presentation meeting – 01707 262541
Or Click below to Email