Are you having a ‘Wow’ or ‘Now What’ moment?

20th October 2017

We believe we do not have the right to talk about our clients’ money until we have an understanding about what that money needs to do for them in order for them to be able to live the life they want; both now and in the future.

Only then can we help our clients build their financial plan.

Plans evolve over time; so our process is designed to provide ‘clarity’, ‘confidence’ and ‘peace of mind’ around the decisions that need to be made.  We aim to put our clients in control of fulfilling their plan.  One client recently said this has given him a “real sense of freedom”.

Most clients have worked hard for many years; building up assets, paying down liabilities, enjoying their lifestyle now while being diligent about planning for their future.  There comes a time where we say to our client “You can now choose to stop paid work”, in other words they are no longer dependent on earning money to live out their life goals. They can begin the next phase of their lives knowing they are financially independent!

This is a ‘wow’ moment for some…a ‘now what’ for others.  It can be a scary – but it doesn’t have to be.  With the right support and ‘tools’ in place our clients can continue to enjoy clarity, confidence and peace of mind knowing what their next phase of life looks like.

We want our clients to fulfil their dreams and desires.  We want them to live out their purpose.

We understand that clients do have their ‘now what?’ moments so we coach them throughout every stage of their journey.  Understanding what our client is living for and helping them achieve it is the foundation of the Fortitude Way.

What’s important to you? What are your values? What are you living for? What will your life look like when you become ‘financially independent’?

Come and talk to us and we can discover the answers to these questions together.

Richard