Whether we like it or not, money can make or break a relationship. So, it’s important for couples to be on the front foot when it comes to getting their finances in the best of shape.
Financial Life BluePrint is a way to plan out your life, and get everything that is important to each other out on the table for discussion.
According to Relationships Australia, money is the number one cause of divorce in Australia. Ignore it at your peril, as two out of three couples who avoid talking about money end up arguing about it instead. And lying about it will have a negative impact on 3 out of 4 couples. Sweep money issues under the carpet now and chances are your relationship will pay the price later.
What is a Wealth BluePrint?
Your BluePrint is a unique approach by Giles Wade WA to help professional families build a better future together. It’s a whole-of-life planning journey focused on keeping you united in your approach to life as a couple and the goals you have for your lifestyle and finances.
How does it differ from a traditional Financial plan?
A traditional Financial Plan is generally a financial advice document that specifically focuses on your financial goals only. Financial Life BluePrint, on the other hand, has a completely different purpose. It’s focused on planning for a future together, based on your shared goals, the purpose and intent of money and most importantly, the concept of “how much is enough.”
Who needs a Wealth BluePrint?
The Wealth BluePrint is a great way for professional families to get money out in the open. It’s also ideal for laying down the ground rules between you and your partner about spending, saving and more.
What to expect from The Wealth BluePrint process?
The BluePrint process begins by examining the state of your joint finances. We will explore with you both everything about how to make money work, on a personal and practical level. This includes a close-up look at your current finances and then developing a Your Wealth BluePrint to guide you towards what is essential to both of you. For busy professional families, there might be a focus on paying for your debt reduction, children’s education, managing cash flow better, buying or starting a business, having a comfortable retirement, protecting your family with insurance, or maybe all of the above.
Wealth Life BluePrint is a visual representation of your life, with your goals and milestones all clearly planned.
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