Financial planning is all about creating a clear path to identifiable objectives, writes Chris Budd, one of the IFW’s five pillars of financial wellbeing. Here, he looks at the challenge of helping clients work out what will make them happy…
When we ask clients to think about what will make them happy, we are asking a question that is laden with problems. There is the difficulty in envisaging our future selves. There are also expectations that we carry with us about who we are expected to be. Sometimes it might be that we do not feel we have permission to be who we want to be, or the right to be happy. Thinking about the future is complicated. Rather than asking clients to project forwards in this way, what if we were to take the opposite view, and look at the past to work out what makes us happy? Afterlife (contains s...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
