I have 35 years experience in the Financial Services Industry with most of it spent planning with my Clients to help them make the best possible use of available financial resources.

I firmly believe that until we know what our Client wants from their life, we should put our traditional inclination to gather financial data to one side.

Did my Client(s) have a Bucket List?

Some indeed had “Bucket Lists” even if many didn’t have them written down. They wanted to do things while they could, but they also wanted to have provision to potentially have to pay for care in later life and to leave a financial legacy if possible. Did they have enough?

Enough of what? Money or time? They can almost certainly make more money, but our lives are a time-bound experience and we don’t know how much time we have left.

What’s on the Bucket List and what is “must do” and what would just be fun to do?

When we know what our clients want from the rest of their lives and why, we can use our experience and expertise to create and implement a viable, life-relevant financial plan to support our client’s life plan.

As Financial Planners, you will be at ease gathering and analysing financial data, identifying gaps to prompt recommendation of financial (product) solutions, but how comfortable are you with having in depth, potentially quite intimate discussions with your clients about what they would choose for their life and why?

I personally started using Goal Mapping about 10 years ago and two years ago became a Certified Goal Mapping Coach and Facilitator. A key part of my service to you includes this creative yet practical process which is based on neuroscience.

I believe that Goal Mapping gives you the tools, skills and confidence to help your clients discover what is at their heart’s core and to take inspired action to make it all happen. As the co-creator of their Life Plan you have established a bond and trust.