What is Lifestyle Financial Planning?


At Lexington Wealth Management, we like to provide a complete lifestyle and financial planning service. So what is ‘Lifestyle Financial Planning’? It is taking the time to truly understand your desired lifestyle, then using sophisticated cash flow forecasting, determining the best structure for your financial affairs in order to achieve that lifestyle.

Using Lifetime Cashflow Scenario Analysis we can establish a picture of your current financial position. We then map your lifestyle goals, including required income and expenditure. ‘What if..’ analysis will help you to visualise the impact of decisions and the exact steps you need to take – including any trade-offs – in order to achieve financial freedom.

Through Lifestyle financial planning, you can answer questions such as:

We strongly believe the role of an Independent Financial Planner is to help you understand your current circumstances and to plan for the future, mindful of what you want to achieve, as well as anything that might influence or change your plans along the way.

Our lifestyle financial planning process concentrates on creating long-term collaborative relationships, adjusting and reviewing your plan with you regularly, to ensure you remain on track to meet your personal or professional goals.

To find out how we’ve helped people just like you to achieve their life goals, read our client stories.

If you would like to arrange an obligation free initial consultation to discuss your particular circumstances, please get in touch.