What’s Your Story…?

27th July 2018

I’m having some time out…thinking…how can we engage with clients at a deeper level?

Our clients tell us the Financial Planning experience gives them clarity, confidence, peace of mind and freedom.

Here’s a goosebump moment; the time my client felt he had to continue working until age 66, but the lifetime cashflow we prepared demonstrated he could stop at 56, which he did.  He continues to live out his values and now volunteers for a number of charities.  He says “I am free”!

At Fortitude we never rest on our laurels:

  • We strive for continual improvement.
  • We seek to understand our clients’ lives better.
  • We come alongside and help position them for success in life.

How do we do this…?

We seek to understand our clients’ Past, Present and Future stories in a deeper way.

‘Past story’ – What are your values, beliefs and experiences? What are your behaviours around money?  What is your earliest childhood memory about money?  These things have shaped you into the person you are today.

‘Present story’ – Where are you today? Is there a problem you are trying to solve? What’s happening in your life right now? Do you have clarity about your financial future? Are there dreams you feel could never be achieved?  What are the stumbling-blocks?

‘Future story’ – What do you want your future life to look like?  Would there be regrets? Who would you want to be? What lifestyle are you trying to create? Do you have any dreams that you need help to figure out how to achieve?

We put ‘LIFE’ in the centre of ‘Financial LIFE Planning’!

Every client has a voice.

Every client is valued.

Every client has a story.

What’s your story?