The Point, Loughborough Road
West Bridgford, Nottingham NG2 7QW
Phone: 0115 7722126
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Caroline's approach is that money is primarily a vehicle for achieving one's life goals whilst providing long-term security. She places great store on building lasting client relationships based on personal service and mutual trust. Beginning with a full assessment of their financial situation, she works with clients to determine what is really important to them. Visualisation tools are then used to model a number of possible life events ("what if" scenarios). Caroline says: "The process is graphic and very revealing, and can enable important--sometimes life-changing--decisions to be made. Investment advice is based both on attitude to risk and what is needed to realize one's life objectives. The process provides peace of mind and leads to sound, long-term decisions, built on solid foundations."
About My Practice
Caroline joined Balance: Wealth Planning and opened the Yorkshire office in January 2021. With more than 30 years of experience in financial services, Caroline is a Registered Life Planner® with special expertise in inheritance tax planning, trusts, pensions and divorce. Her clients include individuals and families from across a wide spectrum.
About Caroline Keegan
Caroline lives with border terrier, Monty, in the picturesque Holmfirth, well known for "Last of the Summer Wine". When not working, their lives are taken up with gardening, looking after the menagerie and walking the hills. They also enjoy camping or simply travelling mainly in the UK.
Her clients include individuals and families from across a wide spectrum.
Chartered Financial Planner, Certified Financial Planner Registered Life Planner
RLP ® Since
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