Simplify Your Finances
"How Much is Enough?"
About YOU
I work well with:
Clients are typically those who are busy and want to delegate financial decisions, yet retain control and still have an understanding of what is going on.
Most are five to ten years out from retirement (whatever that may mean or look like to you)
or are retired and are financially independent.
All clients have or are working towards a financial plan to follow to meet their lifetime personal goals.
I Work Well With:
Folks that are friendly and easy to get on with. That’s the most important part.
People who are small business owners or used to be Senior Executives.
Recently divorced or bereaved and now having to think about the financial side of life.
People who are retired or starting to think about planning for retirement.
About You:
You’d rather be spending your time doing what you want to do, what matters most,instead of on your financial planning and want to delegate decisions and wish to remain in what I call ‘educated control’
You can make decisions and stick to them.
You can live within a budget.
Over the years you may have collected various investments, financial products, pensions, tax schemes, insurance policies, bank accounts, wills and trusts (and family members!) and want a financial plan to make sense of it all.
My Approach
I start with your personal lifetime financial planning – ‘THE WHY?’
Why are you undertaking this work? What is your purpose?
Next the financial report and your plan – ‘THE WHAT?’ What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals?"How Much is Enough?" Finally, – ‘THE WHEN?’ What needs to happen over time with what you have AND your financial plan to ensure you live the life you want to lead."Am I going to be financially OK?" for life. From creating your first Lifetime Financial Plan to 'When I'm Gone' estate planning, my 30+ years of experience in this field means I have the expertise to help you ‘SIMPLIFY YOUR FINANCES’
Next the financial report and your plan – ‘THE WHAT?’ What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals?"How Much is Enough?" Finally, – ‘THE WHEN?’ What needs to happen over time with what you have AND your financial plan to ensure you live the life you want to lead."Am I going to be financially OK?" for life. From creating your first Lifetime Financial Plan to 'When I'm Gone' estate planning, my 30+ years of experience in this field means I have the expertise to help you ‘SIMPLIFY YOUR FINANCES’
Ian Green has been a financial planner since 1995. His is a personal service for a limited number of clients.
His view of financial planning is very simple.
- It is about ensuring you always have the right money, in the right place, at the right time in your life.
- It is about discovering "How much is enough?"
- It is about making sure that you can always enjoy the lifestyle you choose to lead and that your family remains totally financially secure - whatever happens.
- It is about ensuring that your financial affairs are easy to understand and manage, with the minimum amount of time and stress. That is what he does. And he never, ever forgets that it's your money.