Today, we’re talking about Financial Planning Priorities and recounting some examples where we have made sure that people got things in the right order…
Everything You Need To Do
- PIPSIO – Protection, Income Protection, Pensions, Savings and Investments then Other
- Today vs Tomorrow – When we say that you should prioritise today over the future, they’re not mutually exclusive. Prioritising isn’t about choosing one and not the other, rather it’s about giving one…well…priority!
- You vs Your Family – While it is a parent’s natural inclination to prefer their children over themselves, as advisers we will always counsel clients to prioritise themselves and their present needs – today vs one day again.
We each have our own priorities. They are uniquely ours in their expression, as each of our situations are different.
