How Life Planning can ease Client Stress

Constant Interruption of Tasks

The invasive nature of instant communication devices brings with it the imposition on our time and concentration levels. When we are continuously interrupted in the tasks which we perform, it takes time to reimmerse ourselves in a task with which we were busy before interruption. All this can heighten levels of stress if we believe we cannot cope with the demands made upon us.

This situation can become even more challenging when it comes to managing your wealth. The internet is overloaded with research data and numerous options concerning saving or investing capital. The overwhelming nature is just too much for some of us.

Financial Life Planning

Financial life planning can help you to reveal what it is you want your lifestyle to be and understand potential obstacles to achieving this goal. Lack of time, inclination and awareness means that clients need coaching through this process by someone with the knowledge and skills to guide their way and navigate the hurdles.

The Stressed-Out Worker

Should I save or should I invest? How much and with whom? Is property a better option? Bonds, equities or cash?

Interest rates are low. Markets are volatile. Which fund manager should I choose? What method should I use for selection? How should I process the information on interest rates and fund performance?

I don’t have time to look into this properly. This information causes me anxiety. Who can I trust? In the end I put it off until it’s too late.

The Life-Planned Client

By understanding what I am trying to achieve in life and my values by which I want to live my life, my planner helps me to develop a plan which:

  • Deals with my issues
  • Has a clear set of actions
  • Updates me with things of interest to me
  • Only provides me with information at an agreed frequency

I will not be distracted by emotion or anxiety. My planner will keep me on track with my goals. I have more time to spend with my family. I trust my planner because they are interested in me and not just my money.

Lance Baron

Certified Financial Planner (CFP) based in East Sussex, UK. We support people in Southeast England with more than £500K to invest by building a financial plan that will help them live the life they want… until age 100