Over 100 billion people have walked the earth, and every single one has lived a unique life. We are blessed with more opportunities than our parents, and the next generation will benefit from every advancement we can make for them.
But modern life presents a unique danger: we quickly establish routines, and life can pass us by. We don’t want that to happen to you.
Expect this book to challenge your thinking and be open-minded that it might just inspire you to make some changes: with money, with choices, with time, and most importantly, with the people who are precious to you.
What matters most to you? Life is short. We live in a world of abundance but are only given the blink of an eye to explore it. Our primary goal must surely be to use every available moment to live a fulfilling life.
Will you ‘over-secure’ your financial future and leave wealth to others? If yes, will it be intentional, or because you didn’t grasp what ‘Enough?’ truly meant? Or will you make financial missteps, not accrue ‘Enough’, and burden the next generation with supporting you?
Both questions must be answered to deliver true financial confidence and inner peace.
We love the simple concepts throughout this book and hope they help you understand what ‘a life well lived’ truly means to you - and when you may have ‘Enough?’ to achieve it.
This book will question your assumptions about money and life. It will grab your heart and focus your mind on what really matters. As you turn the final pages, you will find yourself better prepared for your own journey - and in a better position to decide whether having boosst by your side can help you reach your desired lifestyle sooner.
Families we guide through the financial planning process gain clarity, grow in confidence, and are encouraged to take action. We only get one chance. Your life is not a rehearsal!
We make TAM available for free to help families new to financial planning understand how we work. You can enter your basic financial details and it will produce a simple cashflow model using generic assumptions. Then you can adjust key variables, like your retirement age, income and expenditure, to see how these impact your simple plan.
Truth About Money is a great taster of the financial planning service enjoyed by our the full boosst clients. At the end of the process you have the option to share your data from TAM with us, which streamlines your onboarding journey if you later become a client.
TAM will:
• Take a snapshot of what you have today and build an indicative cashflow model of your future finances.
• Use sensible (albeit generic) assumptions.
• Help you understand how simple changes, like retiring sooner or later, impacts your future.
This is a great starting point, but there is lots that TAM cannot do. You'll need a full financial plan from a professional to also benefit from:
• A trusted critical thinking partner to ask you the hard questions.
• Suggestions for optimising your tax planning, in life and death.
• A confident answer to the infamous question: 'what is my number?'
• Detailed projections using professional planning software that can:
- Stress test your financial plan with market crash simulations.
- Simulate how your plan would survive if you (or your partner) is ill or dies.
- Compare scenarios of your hopes for the future, such as; moving house, buying a holiday home, funding education costs, or
anything else you wish.
• A robust understanding of which asset classes are best suited to your financial plan, and how to hold them most cost effectively and tax efficiently.
Start your journey today: Take the first step towards understanding what 'enough' truly means for you and your family.
Complete the form and we will contact you to schedule a call with one of our financial planners:
t: 01908 584925 e: hello@boosst.financial
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Church View, Hulcote, Bedfordshire, MK17 8BW. Company Registration Number 05536508.