What is bigger than money to you?

The answer to this question for most people is quite often having their health and also more generally creating an environment of financial security for them and their families.

Unfortunately though, whether we are interested in money, or feel we are money orientated or not, the world spins around on money. Money is the commodity that we trade our lives and more importantly our time on, and simply by not having planned or saved to have enough, or not having our money directed in the right place and managed in the right way, we can often find that we do not have the ability to focus on our health or the security we so much want for ourselves and our families. The real things that matter to us!

For me, I am no different than you, having a realistic plan, that encompasses everything that my husband I value, such as the security of our home, our children’s education, their mental health, their experiences, our experiences and our time together as a family is so very important. Looking further ahead for us to be able to enjoy an enriched and healthy retirement and for our children’s future relationship with their money to be one of informed choices and above all else a healthy one.

One thing I haven’t mentioned above is also the concern that we have for our ageing parents, their health, their future, and the ability that they and us have to support any financial requirements their future may hold.

The key thing with everything I mention here, is to really understand your values, and those of your partner and wider family, these will help to guide your priorities and your effort towards different aspects and any plan that you put together.

At Stefanie Price Wealth Planning, it is our mission to help you to gain clarity of those priorities, to bring our knowledge of all of the different financial planning products and options available to you together, to build a inter generational plan that sets you on track to achieve those things that you said are most important.

Thinking back to the heath and financial security priorities that many people have. And whilst we can’t directly help our clients with their health, one of the greatest contributors to stress and anxiety is one of financial concerns. So if we can help our clients to overcome the complexity of the financial markets, understand the values that they hold closest to them and build a plan that is set to achieve their goals, then we know that this has had a positive impact on their health also.

If you would like to understand more about how we can help you to gain the clarity you need, understand your priorities, your current situation, and how you can achieve financial security for you and your family, then please get in touch and take advantage of our no obligation initial meeting. For the moment these will be conducted via Zoom, but we hope to as soon as possible return to our normal way of working and meeting face to face with clients at our offices in Olney or at your home or place of work.     

With love, Stefanie x