Discover What Really Matters to You
Three Questions That Change Everything
These powerful questions form the foundation of our client-centred approach, helping you discover what you truly want from life.
What would you do if money wasn't an issue?
Imagine having enough money to maintain your lifestyle without working. What would you do with your time? This helps us understand your true priorities and passions.
How would you live your last 5-10 years?
If you knew you had limited time, what would you change? This question helps us ensure your financial plan supports what really matters to you.
What matters most in your final 24 hours?
This profound question reveals your deepest values and helps us understand the legacy you want to create and the relationships that truly matter.
“The only purpose of your money is to enable you to lead the life that you want – putting your money first would be a perfect example of the tail wagging the dog!”
Why This Approach Works:
- Client-centred approach that puts you first
- Values-based planning aligned with your life goals
- Kinder Institute certified methodology
- Registered and qualified life planners
- Comprehensive life and financial integration
Certified Kinder Institute Methodology
Our approach is based on the proven Kinder Institute of Life Planning methodology. Alan Moran is a Registered Life Planner and trainer, having qualified over fifty registered life planners across the UK and beyond.
50+
Qualified Planners
Trained and certified by our methodology
✓
Kinder Certified
Official Kinder Institute training and methodology
UK
UK and Beyond
Supporting clients across the UK and internationally