For some their goals and dreams may not be clear. At Dragonfly we encourage our clients to reflect on what they want to achieve from their life. Don’t forget what this is all about is you. Take some time and space to find out what you are doing and why?
It is difficult to achieve something you cannot clearly envisage. The clearer your vision supports what you really want out of your own life, the clearer the way forward for achieving your goals will be.
Life planning is about finding answers to these questions that put meaning and fun back into people’s lives and when integrated with Financial Planning – helps them to achieve financial freedom as soon as possible.
Why are you going to work every day?
Why are you saving for a rainy day?
Why are you paying off the mortgage?
Why do you want a pension to save for retirement?
So Life Planning establishes Visions, Goals, Dreams & Aspiration’s, ensuring clear objectives are set – and helps remove any obstacles that might have prevented you from achieving your goals.
Having been trained by the Kinder Institute in the US and having become one of the first UK Financial Planners to have become a Registered Life Planner in the UK, Adam Young is now also one of the first Financial Planners to be sitting a Masters at the University of Surrey in Life Planning.
We follow the processes and techniques taught by the Kinder Institute. The process consists typically of 5 meetings generally lasting 2 hours each spread over 6 – 8 week period weeks.
This process known as Evoke takes clients through a tried and tested method of releasing and making true the goals and dreams desired;
