As a Chartered Financial Planner, Alan Cox is ideally placed to provide you with help and advice in the development of a lifetime plan and cash flow management program that will help you attain your goals and lifetime objectives.
It's fair to say that you will probably have a business plan or a development plan within your occupation or business, but if you are like most people, you may not have a written plan to meet you personal and private lifetime lifestyle objectives.
We will help you understand what you value most, then we will help you list the changes in your income and expenditure throughout your life.
Once we have analysed your objectives and expectations, we will provide you with a funding plan and various scenarios along with diagrams and graphs to illustrate.
All we ask of you is to have:
Many of our clients comment how well they remember the Financial Bucket and how it simplifies lifetime planning. We'll be glad to share this with you.
| Vision | Focus | Take Action |
"Some men see things as they are and ask why. Others dream things that never were and ask why not." "Never tell I shouldn't aim for the sky when there are footprints on the moon." |
"This is the beginning of a new day. You have been given this day to use as you will. You can waste it or use it for good. What you do today is important because you are exchanging a day of your life for it. When tomorrow comes, this day will be gone forever; in its place is something that you have left behind...let it be something good." Author Unknown |
"The journey of a thousand miles must begin with a single step." Lao Tzu Chinese Philosopher
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Alan Cox
APFS, AffSWW
Contact us for further assistance, we'll be glad to help:
Telephone (UK Landline rates apply):
05603 267 177
E.mail:
alancox@zenitham.co.uk
Address:
Acorn House
151 Sweetbriar Way
Cannock
WS12 2UL
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