Making sure my wife also has someone to talk to

I am very impressed with the lifestyle first approach. It was something I wasn’t expecting. It’s clear that it’s not selling financial products for the sake of it but it’s a focus on needs first. Both my wife and I were intrigued by the cash flow modelling and found looking at the effect of cash expenditure over time really informative.

I’m a Financial Director; I know a lot about money. What I haven’t really done before is connect it with life wishes. Having a clear picture of the amount of money needed or not needed to live the lifestyle we want well into our future is a real eye opener. It has also been good for me to make sure my wife has someone to talk to too.

The insistence on communicating with your partner as well as yourself is a very good selling point.