Financial Alignment Plan
Wealth in Harmony
Do you find that you can't talk about money with your partner without opening up wounds from the past of causing conflict?
Are you being kept awake at night thinking about how best to use this money wisely?
Is this money causing you and your partner to argue more than usual?
Do you worry how this wealth will affect your family in the future or your friendship circles?
Do you want to?
Ensure your wealth is working for you and reduce any potential friction when discussing money.
Consider ways to preserve wealth to ensure it is passed on to future generations at the right time.
Make a meaningful impact in the world through charitable giving, but worried about how to make the most impactful donations. If so, it's time to consider the Financial Alignment Plan for affluent couples.
The Financial Alignment Plan
Assess your life plans together as a couple, to build a shared vision for you and your family
Understand how much you actually need as either a lump sum or monthly income to reach these goals
Explore all wealth preservation options to provide diversity and tax planning benefits Look at patterns of financial behaviour that may have hindered you in the past.
Make informed decisions about your next step, and move into your future feeling secure and financially aligned together.
Unity
Creating a safe space to come together and share deep seated money wounds
Shared Vision & Legacy
Openly discuss your vision for the future and get motivated for the future ahead
Growth & Enjoying Wealth
Feel in control of your wealth both internally and externally and understand the good it can bring
4 Simple Steps - The Plan
Discover
Values
Identify your personal values and how they align with your financial goals.
Wealth Representation & Desire
Understand your personal definition of wealth and what it means to you. acknowledging your emotions around money, both positive and negative.
Family History
Understand how your family's history with money has influenced your beliefs and behaviours.
Wealth Mindset
Identify any limiting beliefs or negative patterns around money
Communication
Communicate and understand your partner's money beliefs and values to ensure alignment.
Dream
Shared Vision & Money Values
Develop a shared financial vision and ensure alignment with your values.
Inner & Outer Goals
Identify both external financial goals (e.g. retirement) and internal goals (e.g. peace of mind).
Money Beliefs & A New Money Story
Respect & Acknowledge different money beliefs within your family.and write a new narrative for your money.
Family Financial & Emotional Intelligence
Develop emotional intelligence and improve communication skills around money with your family
Design
Financial Review & Life Cycles
Review all aspects of your current financial situation & identify where you are in your financial journey and what steps need to be taken to reach your goals.
Securing Your Future
Ensure your financial security through proper planning and insurance.
Maintain Purpose
Create a legacy & philanthropy plan for leaving a legacy and giving back to your community.
Tax Efficiency
Understand how taxes impact your financial situation and take steps to minimise them.
Deliver
Wealth Creation
Develop a plan for increasing and preserving wealth through investments and other strategies.
Stress Test
Regularly evaluate your financial plan and make adjustments as needed to ensure it can withdstand potential challenges.
Ongoing Support
Who is this service for?
Our plan is tailored to meet the specific needs of wealthy couples, and working closely with them to understand their individual financial goals and objectives. We'll help create a comprehensive plan that takes into account both short-term and long-term goals, and we'll work to implement strategies that will help achieve them.
With our Financial Alignment Plan, you'll have peace of mind knowing that your joint wealth is being managed by experts who are dedicated to helping you achieve your financial goals.
Contact us today to schedule a consultation and learn more about how we can help you align your finances and secure your financial future.
About our founder, Samantha Bradford
Samantha Bradford is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 22 years of experience advising private clients.
She holds the highest level of qualification available in her profession, providing clients with the assurance that their finances are in safe hands.
In addition, she holds the STEP Certificate for Financial Services and a Masters in Finance with a focus on the behavioural side of money. She is also a Certified Money Coach and Relational Financial Planner, bringing a unique set of skills and knowledge to help clients understand the deeper meaning of money and design long-term intergenerational solutions to preserve their hard-earned wealth for their loved ones.
Please contact me on 07887 832222
