Do you have a short-term financial plan?
Do you have a long-term financial plan?
Are you confident your plan will work?
Does it cover your retirement?
Does it go beyond your retirement?
etc. etc. etc.
Different people ask different questions but, in our experience, everybody asks lots of questions.
Progressive Financial Planning’s role is to help clients ask the right questions. PFP believe that although financial planning is, overall, a long-term project which should last far beyond retirement, prudent short and medium term planning will help you get there.
By asking the right questions while considering and setting your short-term, medium-term and long-term objectives you will know how much you need to save and how long you have to save it, then you will be in a better position to set your goals accordingly.
Once we have created a plan for you it is important to prioritise the various strands. And once implemented, we constantly review whether the plan needs to be amended as your circumstances evolve, checking whether the elements that have been established are still on track, or even still required.
PFP believe that by continually reviewing and refining your plan we can help you obtain far better outcomes in the longer term.
Get in touch with Progressive Financial Planning today and ask us a few questions about how you can achieve a better tomorrow.