Clicky

Welcome home

Welcome home

This is part 3 of a series I’m calling ‘How to start a Lifestyle Financial Planning business from scratch’. If you are new here, welcome! For context, it would make sense for you to start with part 1 which can be found by clicking here. Last week I detailed my time in...
Army dreamer

Army dreamer

This is part 2 of a series I’m calling ‘How to start a Lifestyle Financial Planning business from scratch’. If you are new here, welcome! You can read the part 1 here… Last week I explained that Clarity had just passed its first birthday, and I want to take that as an...
Is money a means or an end?

Is money a means or an end?

Is money a means to an end for you? Or is it the end in itself? This is often a question I pose to prospective new clients at our initial meeting. Their answer can determine how, or whether, we work together. Means I would say that 99% of the people I pose this...
The truth is hard to sell

The truth is hard to sell

I wish Financial Advisers were more trustworthy, don’t you? I just wish they would tell the truth! How hard can that be? The truth is…it CAN be hard to tell you the truth. Why? Because most people don’t like the truth. Most people like to be told what they want to...