Most clients have the potential to allocate funds for their future, but sometimes never achieve it. Usually it is because they do not have a definite plan to work with. Identifying the basic household living expenses is always the starting point.
The next step is to identify items of non-essential spending (but nice to have) while the third step is to identify items that definitely fall into the “luxury” category.
Lyn’s clients complete a questionnaire regarding what they are currently spending on each of these categories. This helps develop a budget framework.
At the completion of the questionnaire, most clients identify that there is a household surplus or “profit”. Often they are not able to explain where the surplus funds have gone. Again, this is because of a lack of a plan (financial commitment).
The team at Lyn Eddy Financial use the first meeting to show clients that they have the financial potential to make the most of their cashflow and future opportunities.
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