Here are the basic tenets of Life-Centered Financial Planning, as per Life Centered Planners Limited™:
We help you get your financial house in order and show you how to keep it that way. We help provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning.
We help you follow through on your commitments by working with you to prioritize your goals, strategize the next best steps you can take and regularly review your progress towards achieving your goals.
We provide insight to help you avoid emotionally-driven decisions in important money matters. Our financial plan offers the roadmap for actionable steps, eliminating guesswork, so you can see the results before you proceed with any strategy.
Science tells us that when emotions are high, intellect is low & vice-versa. We are available to consult with you at key moments of decision making, doing the research for you with our 62+ years of knowledge to ensure you have all the necessary information.
We work with you to anticipate your life transitions (such as retirement, loss of a partner, loss of mobility, impaired mental acuity, downsizing your home, moving into an adult community, applying for Medicare & Social Security) so that you are financially and emotionally prepared for them. We will work together to regularly assess any and all income or lump sums that you have, or are anticipating, and creating the action plan to address and manage these transitions ahead of time.
We explore the specific knowledge needed for you to succeed, by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice.