Financial life planning is a process that takes into account, where you are now, where you want to be and what you need to do to get there, in terms of family, work, leisure and finances.
This short video clip from an American colleague explains succinctly the benefits of making a financial life plan.
Credit: Financiallifeplan / Mitch Anthony
Book an appointment with Lamb & Associates today to create your practical financial life plan 01661 860438. Don’t wish your life away.