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Financial   Life  Planning Alan Moran, Interface Financial Planning Limited B.Sc. M.Soc.Sc. Cert.Ed. FPFS Chartered Financial Planner FIFP IMC CERTIFIED FINANCIAL PLANNER CM  professional  
Financial Life Planning ,[object Object],[object Object],[object Object],[object Object]
Dream of Freedom
The Experience ,[object Object],[object Object],[object Object],[object Object],[object Object]
Is your life in balance? How well does your wheel roll around? [From Mindstore Jack Black  www.mindstore.com  ]
Obstacles ,[object Object],[object Object],[object Object]
 
What Would You Love To Do If You Had More Time? 1. 2. 3. 4. 5.
What Brings You The Most Satisfaction With: ,[object Object],[object Object],[object Object],[object Object]
Question #1 I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future.  The question is: How would you live your life? Would you change anything? Let yourself go.  Don’t hold back on your  dreams.  Describe a life that is complete, that is richly yours.
Question #2 This time you visit your doctor who tells you that you have only five to ten years left to live.  The good part is you won’t ever feel sick.  The bad news is that you will have no notice of the moment of your death. What will you do in the time you  have remaining to live? Will you change your life and how will  you do it?
Question #3 This time your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront  your very real mortality.  Ask yourself: What did I miss? Who did I not get to be? What did I not get to do?
Do you want to get the most out of  Your Life ? ,[object Object],[object Object],[object Object],[object Object],Alan Moran, Interface Financial Planning Limited B.Sc. M.Soc.Sc. Cert.Ed. FPFS Chartered Financial Planner FIFP IMC CERTIFIED FINANCIAL PLANNER CM  professional 
Acknowledgements ,[object Object],[object Object],[object Object],[object Object],[object Object]

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Financial Life Planning Presentation

  • 1. Financial Life Planning Alan Moran, Interface Financial Planning Limited B.Sc. M.Soc.Sc. Cert.Ed. FPFS Chartered Financial Planner FIFP IMC CERTIFIED FINANCIAL PLANNER CM professional  
  • 2.
  • 4.
  • 5. Is your life in balance? How well does your wheel roll around? [From Mindstore Jack Black www.mindstore.com ]
  • 6.
  • 7.  
  • 8. What Would You Love To Do If You Had More Time? 1. 2. 3. 4. 5.
  • 9.
  • 10. Question #1 I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is: How would you live your life? Would you change anything? Let yourself go. Don’t hold back on your dreams. Describe a life that is complete, that is richly yours.
  • 11. Question #2 This time you visit your doctor who tells you that you have only five to ten years left to live. The good part is you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live? Will you change your life and how will you do it?
  • 12. Question #3 This time your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did I miss? Who did I not get to be? What did I not get to do?
  • 13.
  • 14.