IDENTIFYING YOUR GOALS
We begin by identifying your goals, aspirations and desired lifestyle. Then we look at the income and expenditure (cash flow) you will require to achieve the things that matter most to you. This analysis encapsulates all areas of planning, including the areas that need to be addressed to ensure adequate resources are available when needed.
Also included is a complete review of your current holdings to see if they are suitable to be included in your JWMLifeBookTM and Financial Journey. Your JWMLifeBookTM blends together your current and proposed financial situation, alongside your own images of your life to date and what you want your future to look like – for you and your family.
The JWMLifeBook™ Process is a unique service provided by Jennings Wealth Management to capture what you have achieved up to now and how your future may look.