The Life Map

Good financial planning needs more than good financial information. It needs an understanding of the person, the life they are living and the life they might want to create.

The Life Map provides a framework for exploring that bigger picture. It gives advisers a structure for conversations about where the client is today, what they want next, the people and relationships around them, and how their financial position fits into it all.

It isn't a questionnaire and it isn't a one-off discovery exercise. It is a living picture of the client, revisited and developed as circumstances, priorities and ambitions change.

Only when we understand the life properly can we begin to work out what role the money needs to play.