As a Financial Planner I say to clients that I want to help guide them through the ‘turning points’ in their life, to help them plan with confidence.
These turning points happen to everyone. A major shift happens in life, maybe someone dies or becomes ill, you lose a job or you get a divorce. Or the event could be something positive like a new marriage, new baby, a mid-life career change, or moving into your dream house. Either way, it can change your perspective on life.
My job is to help people navigate life’s changes and provide the financial tools and resources to give those important choices clarity and direction. So that when it happens and you have those feelings of excitement, grief, or worry, that you are confident that you don’t have to be anxious about your finances. That’s the last thing you need to be fretting over.
It’s when you focus, plan and consider these turning points, that you see what’s really important in life.
These have been some of my turning points:
- Deciding to not pursue Ceramic Art as my career and do this instead!.
- When my Granny died, realising how much she enriched my life and how I would miss her, especially for the little things. She was the most loving and un-judgemental person I have known.
- My latest job change.
- Becoming Auntie Gretchen last week.