Our relationship with money is the longest relationship of our lives. It begins before we were born with our parents’ situation and it ends after we are gone as we try to ensure that it goes to the right place. In between, it is all about efficient management, priorities and – yes – dreams.
We cannot ignore the complex role that money plays in our life and it is essential for all of us to explore and understand the unique beliefs and attitudes that we have developed about money over the years and determine exactly what it means to us.
That’s why it is impossible to deliver a quality financial plan without having a discussion about these themes. Pigeon-holing a client based upon their net worth, their age and gender, their geographical location, marital status etc. compared to some mythical algorithmic average is not going to produce the desired results.
Everyone’s story is different and, at TA Planners, our plans are responsive to that fact. Optimizing the dynamic between your resources and your dreams is what we do.