What is life planning
Life Planning is the process within which people are given permission to dream. In Life Planning we discover what your deepest and most profound goals are through the process of listening and enquiry. Then, using a mix of professional and relationship skills, we resolve the obstacles to these goals, create a plan, and guide you to living it in the most efficient and fastest way possible.
Life Planning is ‘your opportunity’ to living life in balance. It maybe the only time you have ever had the platform to go inside and learn about yourself. The outcome is living what you design.
Life planning allows you to live a richer, fuller life — personally, professionally, financially and spiritually.
The five stages
Life Planning uses the powerful EVOKE process:
Exploration
Vision
Obstacles
Knowledge
Execution
Exploration and Vision
The start point of creating a life plan is truthfully answering three simple, yet profound, questions:
The answers to these questions reveal what you really want out of life, but may be failing to accomplish, due to a variety of ‘money or other excuses’.
Obstacles
It is critical for you and your Life Planner to identify and address every potential roadblock. For example, ‘money excuses’ can thwart success, while low confidence levels provide equal challenges. The Life Planner provides vitally important support to keep you on track for success through this, often difficult, phase.
Knowledge and Execution
Once the ideal life vision has been created and obstacles defeated, traditional financial planning skills of asset allocation, risk management and product selection are incorporated to complete the design and implementation of the life plan.
The life planning process is the most efficient way to do planning, since it focuses on your true goals from the outset and sweeps aside the money excuses that cause so many well-intentioned traditional financial plans to fail.
What about the cost?
With Inside Out Life Planning, you pay an initial fee of £1,000, then £100 per month for all the crucial support that is needed, as your new found enthusiasm and energy inevitably run into challenges.
The monthly fee buys you a face-to-face Life Planning session once a month and includes all the support you need via phone or e-mail.
You can cancel anytime you want, with no questions asked.
We recommend you repeat the Life Planning process every two or three years, to work through the EVOKE process, to continually motivate and inspire you, and ensure you remain on track.
You’ll find that, as you achieve your goals and your confidence grows, higher aspirations will surface and bigger desires will come into view. At this point, we begin again.