What is Lifestyle Financial Planning?

By Marc Westlake

Published on: April 22, 2020

Financial Advice

“I actually chose my accountant because he said to me – you have to make a fundamental decision. You have to choose whether you organise your money around your life or your life around your money” – JK Rowling.

As one of Ireland’s leading Financial Planning Firms, our role is simple. We assist you to establish where you are now and to help you to define where you would like to be in the future.

We work with you to identify the gaps and issues that are holding you back from achieving everything that is important to you and we help you implement a plan to move you in the right direction.

In our experience, people generally don’t have financial goals and its often said that there are no prizes for being the richest person in the graveyard. Rather, people have lifestyle goals, that have financial implications.

That’s the essence of lifestyle financial planning.