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Financial Planning Introduction to Lifetime. What is Life? We each get one turn It should be lived with purpose. 30's.

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Presentation on theme: "Financial Planning Introduction to Lifetime. What is Life? We each get one turn It should be lived with purpose. 30's."— Presentation transcript:

1 Financial Planning Introduction to Lifetime

2 What is Life? We each get one turn It should be lived with purpose. 30's

3 What is a Financial Lifetime? Wealth Age A Journey of Two Halves

4 Each Life has Key Financial Milestones

5 Our Approach is We Focus on YOU and YOUR Goals

6 What is Important TO YOU?

7 Set Some Goals

8 Without the right tools… Your financial future can be difficult to

9 Our Approach is We review in detail your current situation

10 Our Approach is We predict cash flow for every year for the rest of your life

11 Our Approach is We show you how long your money will last

12 Our Approach is We help you create a plan of action to ensure you never run out of money

13 One Life Wealth Can Help Understanding You Our Expertise Independent Recommendations Keeping You On Track

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16 Planning is Important

17 nickevans@onelifewealth.co.uk Call Now for a free personal presentation meeting – 01707 262541 Or Click below to Email


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