10 What is the end game of Financial Planning?

A good friend of mine asked me. Is the end goal of financial planning only to have strict budgets?

It is a very relevant and key question that deserves deep reflection.

The picture below summarizes the key elements of financial planning.

It is not just about strict budgeting, but also looking at money as a tool to support a lifestyle in the current and future. It’s about ensuring your money works for you to help fulfill your goals, dreams and aspirations (sample below).

 

My comprehensive LEADERS (Living Expenses, Emergency Funds, Accidental Death, Effective Retirement, Sunset) framework helps create a tailored and comprehensive Financial Plan for you

Don’t forget, for the first 10 customers, I will help you ensure this is a cost neutral proposition (minimum of 1X savings in year one) through comprehensive portfolio review.

Have you reached out to a Financial Planner / Coach yet? Share your thoughts and comments.