Do you know what your goals are?
We all want financial stability for ourselves and our family – but what about beyond that?
Most people don’t actually have clear goals, and if they do, most haven’t planned for them financially.
THE KEY QUESTIONS ANSWERED
So what key questions do we need to ask?
So what key questions do we need to ask?
would you stop working if you could?
WHAT IN LIFE DO YOU
VALUE MOST?
WHO WOULD YOU LIKE TO
SPEND MORE TIME WITH?
WHAT WOULD YOU LIKE TO
SPEND MORE TIME DOING?
HOW MUCH IS ENOUGH?
IS THERE SOMETHING ELSE IN LIFE YOU WOULD
REALLY LIKE TO ACCOMPLISH?
MFPP have just one goal!
To help each one of our clients to have enough money
to lead fulfilling lives.
Most people come to us with some sort of money-related problem. Some are looking for help with tax or estate planning, others want advice on whether to transfer out of a company pension scheme. Many of them are starting to think about retirement and wondering how much money they’re going to need.
Let’s be clear. All of these issues are very important. But even more crucial is finding out what they really want from life. It’s only when we know them, what they value most and where they’re trying to get to that we’ve earned the right to talk about their money.
That’s why everything we do is designed to help our clients to lead the lives they truly want to and enjoy the deep sense of satisfaction that comes from realising their hopes and dreams.
We have, in short, a single goal. It’s to help each and every one of our clients to have enough money to lead fulfilling lives.