Financial life planning focuses not on creating more money but on creating a more fulfilling life, whatever that might look like for you. It 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.
Watch this short video clip from an American colleague as it explains the unique approach and benefits of financial life planning.
David Lamb is one of the North East’s leading lifestyle financial planners, offering this specialist service and practical approach to his clients for over 12 years. Indeed his firm won ‘Best Lifestyle Financial Planners - North England’ in 2017 and ‘Best Independent Financial Advisors - North East England’ in 2018. Book an appointment with Lamb & Associates today to create your financial life plan call 01661 860438 or email firstname.lastname@example.org
#LambAndAssociates #CreateYourFuture #LifestyleFinancialPlanning #IFA