1-to-1 Financial Planning

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1-to-1 Financial Planning

My 1-to-1 financial planning services are designed to provide personalised, comprehensive support for individuals and couples looking to align their financial and life goals with their values and aspirations. At Planet Positive Planning, I believe that true financial well-being goes beyond numbers; it encompasses your overall life satisfaction, values, and impact on the world.

 

Here’s how my personalised services can help you achieve a secure and fulfilling future:

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Personalised Approach

Every person has unique financial situations, goals, and values. My personalised approach ensures that we understand your specific needs and tailor my support service accordingly. I take the time to get to know you, your aspirations, and your concerns, and we work together to create a bespoke financial plan that truly reflects who you are and what you want to achieve.

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The GAME Plan Framework

My 1-to-1 financial planning service centres around the comprehensive GAME plan framework, which stands for Goals, Actions, Means, and Execution. This structured approach helps you clearly define your objectives and create a practical roadmap to achieve them:

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Goals

I start by helping you articulate your personal and financial goals. This includes discovering your core values, life mission, and what truly matters to you. Understanding these elements is crucial to aligning your financial plan with your life aspirations.

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Actions

Once your goals are established, we identify potential obstacles and develop actionable strategies to overcome them. This phase involves setting clear, attainable milestones and creating a detailed action plan that guides you step-by-step toward your objectives.

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Means

We conduct a thorough evaluation of your current financial situation, including your assets, income, and expenses. We then explore alternative income-generating ideas and investment opportunities that align with your values and goals. Using the Ikigai framework, I can help you identify financial opportunities that not only secure your future but also bring you fulfilment.

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Execution

The final phase involves bringing everything together into a cohesive plan. I provide ongoing support and coaching to help you implement your strategies effectively. Our execution phase ensures that you have the tools, knowledge, and confidence to follow through on your plan and make adjustments as needed.

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Holistic and Sustainable Planning

My approach goes beyond traditional financial planning by integrating sustainability and ethical considerations into every aspect of your plan. I help you make choices that not only benefit your financial future but also contribute positively to the environment and society. This holistic view ensures that your financial success is aligned with your broader life goals and values.

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Ongoing Support and Flexibility

Financial planning is an ongoing process, and I am here to support you every step of the way. I offer regular check-ins and reviews to ensure your plan remains relevant and effective as your circumstances and the economic landscape evolve. My flexible approach allows us to adapt your plan to new opportunities and challenges, providing you with peace of mind and continuous support.

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Why Choose 1-to-1 Financial Planning Services?

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Customised Plans: Tailored to your unique needs and goals. A financial plan that aligns to your values.

Expert Guidance: Benefit from my extensive experience and expertise in financial planning.

Holistic Approach: Integrating life goals, values, and sustainability into your financial plan.

Ongoing Support: Continuous assistance and adjustments to keep your plan on track.

Ethical Alignment: Ensuring your financial strategies align with your personal values and environmental commitments.

 

Choosing Planet Positive Planning for your 1-to-1 financial planning provides you with a personal coach that is committed to helping you achieve a secure, fulfilling, and impactful future.

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