Stage Two: Cost It

What Does Your Lifestyle Cost?

To help you obtain and maintain your desired Lifestyle we need to know what that Lifestyle costs.

Early retirement; nice holidays in the sun (or snow!); bigger house; holiday home; helping the children out with school fees or getting on the property ladder.

Weddings; new cars; club memberships; pastimes; eating out; theatre; travel.

All those plans, dreams and aspirations. Wow! Life is expensive. And did we mention taxes?

So What Does Your Lifestyle Cost?

Many people keep their own records of their annual household spend. That's great - we will use that information. Or we can provide you with a helpful Lifestyle cost calculator, to help you work out the current cost of your Lifestyle.

Either way this information is vital. To protect and preserve your Lifestyle, to "Give You Money Peace of Mind", we need to know what your Lifestyle costs.

This is Lifestyle Financial Planning.

Only when we know what your Lifestyle costs can we move on to the next stage: planning how to fund it!

1: Define It

2: Cost It

3: Fund It