Common Sense FPL
127 Birmingham Rd
Lichfield, Staffordshire WS14 9BJ
Training: Active 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.
From a technical perspective, we have award winning expertise in tax and estate planning, however, everything is conducted with a life planning bias.
About My Practice
Our approach is built on a philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around. The result is not so much a single, rigid, financial solution, but a vital process in which your wealth is always at the service of your life. The real questions in financial planning are not, "How much do you have now?" or "How much will you need in the future?" The real question is, "How do you want to live your life and how can your wealth support those ambitions."
The main thing we share with our clients is the wish to live every day to its full potential. Our clients tend to join us at a stage in their life where there is significant change, such as selling a business, divorce or loss of a spouse.
BA Hons Business Studies Chartered Financial Planner STEP Financial Services Cert (Society of Trust and Estate Practitioners)
Fee based, flat fees, hourly rates and percentages of assets under management.
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