Financial Life Planning

How Financial Life Planning can make you truly fulfilled in life

As the first Registered Life Planner© in Dorset Justin has spent the past 12 months studying with The Kinder Institute of Life Planning to be able to bring the unique benefits of Financial Life Planning to his clients.

Financial Life Planning takes financial planning to a whole different level – a level where actively listening and then asking incisive open questions to encourage our clients to think about what they would really like to achieve in their life and how their finances can be structured to support their achievements – is at the heart.

Justin being awarded Registered Life Planner status by George Kinder

Through the Kinder Institute of Life Planning Justin has been trained to discover his clients’ deepest and most profound life goals through a process of structured and non-judgemental inquiry. Then, using a mix of professional and advanced relationship skills, he can inspire them in helping them to pursue their aspirations. We discuss and resolve their obstacles, and then come back to them with a concrete financial plan plus on-going guidance that helps them to accomplish their objectives.

This is the approach that we are now taking, with dramatic benefits for our clients.

Rosie and Tony Burton who experienced a financial life plan with Justin wrote;

”We not only totally appreciate what we have now but can look forward to an amazing future! Thank you so much.”

To find out how we can help you call us on 01425 279212.