Improving work/life balance
Miss Oliver (all names have been changed): This client, for many years, was a high flying City executive, and whilst earning significantly more than she could in her home town she was clearly unhappy with the City lifestyle, stresses and pressure. A revised Financial Plan was devised and agreed with the client in order to move from the City back to her provincial home and set up a new business in an environment that now interested her more than her chosen profession.
The interaction of Financial Planning and Lifestyle Planning enabled this client to identify what areas in her life were negative and what she would rather be doing instead. The ability to show her how this could be achieved, both financially and personally, and also by providing the appropriate support, ensured Miss Oliver ultimately achieved her desired lifestyle.