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Lifestyle Financial Planning is a comprehensive approach to managing your finances and achieving your lifestyle objectives. It involves analyzing your current financial situation, your goals and objectives, and developing a customized plan that will help you achieve those goals while maintaining your desired lifestyle. With lifestyle planning, you can gain greater clarity and confidence in your financial future and take steps to achieve the lifestyle you want. 

Lifestyle Financial Planning differs from traditional financial planning in that it places a greater emphasis on your unique goals, objectives, and values. It’s not just about achieving a certain net worth or maximizing returns; it’s about using your financial resources to support the lifestyle you want. This involves a more holistic approach that takes into account not just your financial situation, but also your life goals, values, and aspirations.

Yes, absolutely. Lifestyle planning is not just for high-net-worth individuals. It’s for anyone who wants to take control of their financial future and achieve their desired lifestyle within their means. In fact, for those with modest incomes, lifestyle planning can be even more important, as it can help them stretch their resources further and make the most of what they have.

Your lifestyle plan is designed to be flexible and adaptable to changes in your financial situation or lifestyle. If your financial situation changes, we can work with you to adjust your plan and ensure that you’re still on track to achieve your goals. This is why regular reviews are important, as they can help identify any changes that may require adjustments to your plan.

Lifestyle Financial Planning can help you achieve your bucket list goals by providing a roadmap to financial security and peace of mind. By understanding your financial situation and resources, we can help you make informed decisions about how to allocate your resources to achieve your goals. This may involve setting aside funds specifically for your bucket list goals, or it may involve identifying ways to use your existing resources more efficiently to support your goals. The key is to have a plan that’s tailored to your unique goals and values, so that you can make the most of your financial resources and live the life you want.

Ensuring that you have enough money to enjoy retirement is a top priority for many people. We will  help you create a customized retirement plan that takes into account your projected expenses, potential income sources, and other factors that may impact your financial situation in retirement.

At Entrust International, we understand that finding the right lifestyle planning expert is crucial to achieving your financial goals. Here are some tips to help you find the right financial planner for your needs:

Look for experience: When searching for a financial planner, look for someone who has experience working with clients who have similar goals and objectives to yours. At Entrust International, our team of experts has years of experience helping clients achieve their financial goals.

Ask for credentials: It’s important to choose a financial planner who is qualified and holds the necessary certifications. At Entrust International, our team of experts are CII qualified.

Schedule a consultation: One of the best ways to determine if a Lifestyle Financial Planner is right for you is to schedule a consultation. At Entrust International, we offer a free initial consultation where you can get to know our team, ask questions, and determine if we’re the right fit for your needs.