Unlike many financial advice firms, we prioritise having discussions with you to agree with you your most essential goals in life before formulating a financial plan. Only in this manner can we plan your finances to support and achieve those goals.
This approach may sound elementary but, in our experience, it is not often that any of us take the time to undertake a thoughtful and structured review of our deepest and most enduring values. Typically, many financial advisors also overlook this step, and instead focus only on the numbers —cashflow, investments, pensions, protection – without putting life goals at the forefront of the planning . They rarely ask questions like:
“If you had more time or money, what would you do?”
“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”
“What moves or inspires you?”
We have specialists at Evans Hart that are trained to ask those, and similar, questions. They will also listen to your answers with an aim of helping you to clarify and achieve your greatest ambitions.
Like all Financial Advisers, we believe that your money is really important. However, at Evans Hart, we feel that Life Planning is vital.