Case studies

John and Jane

13 Feb 2009

John and Jane (names changed) were asked to describe their ideal week. They talked about living in London and France with no mention of work, but a leisurely life, lunching with friends, visiting galleries, dining out, spending time with children and grandchildren. As the discussion progressed they became concerned that, although in good health, time was not on their side and there was a danger that they might miss the boat entirely.   We looked at the obstacles that stood in the way of achieving their dream of freedom. Money appeared to be an issue, but we played out the scenarios, l...
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Carl and Sarah

13 Feb 2009

“The process helped me identify some key personal areas revolving around time with family (too little), fitness level, personal growth time and even dissatisfaction with housing situation that required some immediate attention. Working through these issues allowed me to take several steps back and look at each of these issues with more perspective, prioritise and put a specific action plan in place to address each important area.   It was a classic case of not being able to see the forest through the trees. The sage counsel of a trained colleague facing many of the same challenges...
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House or kids?

13 Feb 2009

A client wanted “more than anything” to buy an investment property in Massachusetts. He was very enthusiastic. Kinder talked to him about returns to be expected and what steps were required to earn enough extra money during the next decade or so to bring the project to life.   And then Kinder posed his three questions, which must be answered one at a time, in strict order.   “Assume you’ve got all the money you need. What would you do with it? How would you live?”   “You just found out you have only five to 10 years to live. How will you...
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