Have you been left alone?
Julie had been a homemaker all her life and had little involvement in managing her family’s finances; now left alone she was understandably anxious about her financial wellbeing.
We spent time with Julie to understand and help identify her priorities and discussed with her how to manage money in detail, including budgeting for household expenses, day to day living and for the nicer things in life such as holidays.
The financial plan we developed for Julie has given her complete control over her money and she is now able to focus on life.
Want to put your money worries aside?