Financial Freedom Plan
Supporting individuals and couples looking to achieve financial freedom within the next ten years to achieve clarity and peace of mind. Typically delivered over a 3-6 month period, by your dedicated Mindful Finance consultant and support team, you will work through the first 5 steps of the MINDFUL Finance Methodology. Sessions will be delivered face to face, online and/or via telephone as required, with your Mindful Finance Consultant conducting research and analysis behind the scenes so that your time together is as valuable as possible. Typically 2-3 sessions are needed but this can vary, along with the time allocated to each step depending on your individual requirements and preference. Supported by exploration exercises, and specialist cash flow modelling tools this is our flagship programme, taking a holistic approach for those who want to start at the beginning and build a clear financial plan to support their desired lifestyle.
Our objective is to build a long-term relationship with you, and following the implementation of initial actions agreed as part of your plan, we will remain on hand to support you over time. Our ongoing service can be tailored to meet your individual requirements, but will typically include: •A regular review of your goals and objectives; ensuring we are fully appraised of your requirements means we are best placed to manage your affairs and identify opportunities. •Ongoing scrutiny of the different elements of your financial plan to ensure you continue to achieving best value in an ever changing world, including ongoing assessment of the most appropriate tax wrappers, product types, product providers, fund managers, portfolio managers etc •Continued access to adviser only portfolios/solutions; many investment solutions are only available to professional advisers authorised to give financial advice. •Monitoring of your strategy against evolving goals and adjustments where appropriate. •Updates to your cash flow model as appropriate, and use of the model as a decision making tool.
For those with a specific question, or who have experienced a significant life change, such as divorce or bereavement, our Focused Review Service supports you to clarify your financial position, and structure your financial affairs to support your desired lifestyle over the long-term. We recognise that at certain times in life, an in depth exploration of personal values isn’t appropriate, or even possible, so your dedicated Mindful Finance consultant will draw on the MINDFUL Finance Methodology to the extent that it is appropriate for you and the task in hand. Sessions will be delivered face to face, online and/or via telephone as required, with your Mindful Finance Consultant conducting research and analysis behind the scenes so that your time together is as valuable as possible. Typically 2-3 sessions are needed but this can vary, along with the time allocated to each step depending on your individual requirements and preference. Supported by exploration exercises, resources and insights, as well as specialist cash flow modelling if appropriate.
Book A Discovery Session
The first step in the process to arrange a no obligation discovery session with an experienced Mindful Financial Consultant.
Contact us to arrange a no obligation discovery session.
Financial Planning - Our Services
Financial Planning - Service Fees
We charge fixed fees for valuable advice and offer a complimentary initial discovery session so that we can get to know each other, gain a deeper understanding of your circumstances and requirements, and answer any questions you might have.
Following the session your adviser will provide you with a document called a Requirements Summary. The purpose of the Requirements Summary is to:
Provide a brief overview of your current financial position.
Define the purpose and structure of the financial planning work to be undertaken and clarify the desired outcomes.
Confirm Find Peace of Mind’s fee for the proposed work