Lifestyle Financial Planning
Making Your Retirement Dreams Come True
We’re invested in your future
Speak with us today to arrange your no-cost meeting (worth £500) with one of our local pension & retirement experts.
What’s Your Happy?
For some happiness is knowing you’ve enough money to live worry-free in retirement, for others it’s travelling the world. But, whatever your choice, at Joslin Rhodes our unique Lifestyle Financial Planning process has been specifically designed to help you work out how to get your ‘happy’.
We’ll explore what you really want to do in retirement then work out how to use your assets to pay for it.
We’ll help you find answers to those questions that keep you awake at night like:
- When can I afford to retire?
- Should I transfer my pension?
- Can I take a tax-free lump sum?
Our friendly Teesside-based team is here to give you ‘Real advice for real people’, which includes clear answers and a personalised financial plan to help you live your best life after work.
Related Services:
What’s Your Enough?
Before you can work out if you have enough, you first need to work out what enough money means for you.
This is what makes PlanHappy Lifestyle Financial Planning so great.
The whole process has been designed to help you get the retirement you want by first planning what lifestyle you’d like.
After telling us what you want to do, we’ll analyse your existing assets to see what gaps need to be filled and what changes need to be made.
We do all the legwork analysing and calculating, dealing with your providers and making sure everything’s done the right way.
The Most Exciting Part
This is the bit where you get to see the financial plan we’ve created and when we often get to tell people:
- “You can retire early”
- ”You go on that big family holiday”
- And, “You do have enough to enjoy life”
Essentially, PlanHappy Lifestyle Financial Planning is all about you getting what you want from life.
So, here’s your chance to experience the joy of a personalised, worry-free retirement plan with help from Joslin Rhodes.
What’s not to love about that?
How We’ll Help You…
Neil Parker, CEO and founder of Joslin Rhodes, chats about what our unique Lifestyle Financial Planning process is all about and how it can help you plan for the future you deserve.
Journey To Your Happy
Our step by step PlanHappy Lifestyle Financial Planning Process is designed to get you from where you are now to where you want to be. Here we break it down so you can see how each stage works.
1. Site Survey
The first step: understanding where you are now, what assets you have and how the PlanHappy process will help.
2. Design Coaching
Where do you want to be and what’s the big question? Not just financially, but from a human perspective for you and your family.
Discovery (Internal)
Once you’ve provided details of your assets, all information is
gathered, thoroughly checked and confirmed, so your big questions can start to be answered.
Design Wow (Internal)
With all asset details confirmed and your big questions defined, these are analysed together and options (sketches) prepared for step 3, where you’ll see how you can get to where you want to be.3.
3. Outline Sketches & Sketch Discussions
Reviewing and discussing some sketch designs of different options and the big conclusions they reveal. Understanding the borders of the design page so you can work inwards towards a working plan.
4. Working Plan
An agreed plan which identifies the actions required to make it a reality and is then regularly updated and adapted to take account of your, and the world’s, changing circumstances.
5. Build
Implementing the agreed actions and transactions to make your working plan a reality.
6. Topping Out
Getting together to review the finished build and tidy up any loose ends.
7. Protection Survey, Design & Activation
A series of meetings to identify estate planning issues and, design and build the solutions.
Regularly Thereafter
8. Update & Improve
Ongoing investment management of your portfolio and annually revisiting your working plan to identify any tweaks required to keep it in alignment with your changing lifestyle.
Don’t just take our word for it…
Meet some of our clients and see what they think of us.
There’s always something happening here…
Looking for practical, face-to-face help to tackle life’s money matters? Then join us at these no-cost workshops.
Whether it’s pension puzzles, care fee planning chaos, or sleepless nights from financial worries, we’re here to help.
Ready to see your future?
If you want to stop talking numbers and bring your retirement plan to life. Get in touch today for a FREE consultation.
We'll show you:
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When you can afford to retire -
How much money you'll need in retirement -
How to make the most of your pensions and other assets to fund your lifestyle
