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Working with Equanimity IFA enables you to stop and take stock, stepping back from your busy life to identify your financial goals. This allows you to compare where you are with where you want to be and put a plan in place to get you there. We believe good financial planning is not about saying “no” to your dreams, but about showing you “how” they can be achieved. Remember, if you fail to plan you plan to fail. Creating your bespoke financial plan involves 3 meetings.

Exploratory meeting

This is where we get to know you, what drives you and what you want to achieve from your finances. In doing so we identify your life and financial goals by getting you to stop and think about the life that you are living now and the one that you want to live in the future. Examples of some of our client’s financials goals are:

  • Mortgage free by age 50
  • Starting a second career/business
  • Helping children get on the property ladder
  • Leaving a legacy
  • Retiring at 55
  • Philanthropy
  • Travelling the world

Reality check meeting

This is where we show you whether your finances are on track to meet your dreams. For the majority of people they are not and we explore various options that you may wish to consider to enable your dreams to become a reality.

Roadmap meeting

The final meeting is where we talk you through the steps that you need to take in order to achieve your financial goals. This meeting will provide you with the clarity and confidence of what needs to be done. You will be given a report which details the action plan and specific timescales to implement the advice provided.