A truth™ financial planner puts the focus back on you – on your goals, on your aspirations. Through a process called Lifeplanning™ they help you identify what’s important to you, the things that you want to achieve in your lifetime. Then they carry out a financial planning analysis. Not only are the details of your income, outgoings, assets and liabilities considered, but resources that may become available to you in your lifetime. This gives an accurate measure of your net worth and current and future financial situation. They help you estimate the cost of the life you want to enjoy in years to come.
They use truth™ software to put the two together. It produces a dramatic picture, which spells out the reality of your financial future. Suddenly you see it, understand it, and believe it. You and your truth™ financial planner can then model realistic “what if” scenarios that will demonstrate the different outcomes you can create. Many clients have found they can retire years earlier when they are armed with the truth about money. Others learn how they can spend more now and still be financially secure for the rest of their lives. Other clients identify what they need to sell their business for to be financially independent.
Finally, if your financial plan indicates that you need financial or investment products, then truth™ financial planners are able to offer advice to identify products suited to your needs.