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Step One: Explore & Plan

Enough for What?

To find out if you have enough and if you'll always have enough, we first need to work out what this 'enough' is.

Show me how

Where are you now?

First, it’s important to find out where you are now so we can work out how to get you where you want to be. This includes things like:

Where do you want to be?

We’ll look at what your ideal lifestyle is and how we can define this to get a better understanding of your desired outcome and how to get you there. This includes things like:

How much is 'enough'?

Next, it’s important to work out what your basic costs are, then what your future expenditure might be if you achieved your ideal lifestyle. This includes things like:

Do you have enough? Will you always have enough?

Everything we’ve gathered so far is used to create clear financial plans for your future lifestyle and what you need to do to get there. This includes things like:

Take me to Step 2: Specify & Build >

FAQs Retirement Planning

This is often the question that drives people to see us and is one of the main areas we'll work with you on. Your financial journey is unique to you, as is the outcome you’re looking for.

We'll do a thorough assessment of where you are now and where you want to be, so we can give tailored recommendations.

The best thing we've ever done.

Derek and Liz

We've been given the confidence to live the lifestyle we want without worry.

Helen & Paul

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