The Essence Of Holistic Financial
Planning (HFP)
We focus on the totality of your situation in terms of what will give you the financial security which you want and deserve whilst equally offer genuine no-nonsense choice and value for money.
It is all about looking at all of the tools we could employ to assist you so that you can enjoy peace of mind and financial security as shown in the financial buckets below.
What ways can I use to legally accumulate wealth?
Inherit it.
Marry into it.
Create it through work, enterprise and a careful financial planning programme
There are a number of key levels of financial well-being namely that we work with our clients on. These are:
1. Financial Existence – You are living for the day without any financial safety net.
2. Financial Protection – You have accumulated enough resources to cover basic living expenses, plus a small nest egg for the rainy day. Financial protection is one of avoidance of loss – by which we mean how you will and your family will cope in the event of the unfortunate events of life such as death, Loss of the breadwinner, Illness, Long term disability, Redundancy, contracting a defined Critical Illness condition etc?
3. Financial Security – You have accumulated enough financial resources to cover needs far in excess of simple basic needs of food, shelter and housing and can relax about the medium term. These stages are ones of going over and beyond basic levels of protection and could incorporate, Investment Planning,
Asset protection, Tax-efficiency, Estate Planning, School Fees Planning, and
Mortgage Planning, etc.
4. Financial Vitality – You have accumulated enough financial resources to cover all of your medium term needs as well as some of your dream goals of holidays, owning a beach-side property abroad etc.
5. Financial Independence – You have accumulated enough financial resources that you do not need to work, if you don’t want to
6. Financial Abundance - You have accumulated enough financial resources that you do not need to work, if you don’t want to and you can live your dreams.
7. Financial freedom (Absolute) - You have accumulated enough financial resources that money is no object to anything.
Whilst there are interpretations and definitions for each of these stages as we have seen, the important starting point is to identify where you are, where you want to be and having the right team of experienced experts to work with you in designing a route-map to get you there in a timely and tax efficient manner. That is where we come in! To begin the journey, contact us NOW!
Green Financial Solutions is an appointed representative of Unleash Advice Partnership Ltd, which is authorised and regulated by the Financial Services Authority. FSA No: 473157
This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK...View Disclaimer
Web Design & Development By E Baxter View Sitemap
Contact Us Today!
Telephone: 0114 2818159
Mobile: 07944 844460
