Values based financial life planning brings together technical expertise and the human touch to create a solution tailored towards your overall life goals and values for life. We help create your vision for life and look at any obstacles that may get in the way of achieving your overall goals.
Our process starts with understanding where you have come from with regards to your habits, attitudes and relationship to money. We invite clients to engage with a number of tools to uncover their unconscious patterns and behaviours around money. Click on the link to complete Your Money Archetypes Quiz. Your money archetypes are not your personality or “who you are”, but are symbolic metaphors that help us to understand your patterns and behaviors. Simply stated, they show us “where we are” so that we can become aware of, and change our unconscious behaviors. Archetypes are powerful “teachers” and “allies” since they inform us of areas we need to grow.
The Money Mechanics philosophy is to work in conjunction with you and any of your other professional advisers (which may include your accountant, estate planning specialist, mortgage broker).
This collaboration ensures we address your needs though the most appropriate mechanisms and explore, develop and tailor an appropriate strategic solution.
One-off strategic advice – this may be as simple as a meeting between you and Money Mechanics (More complex requirements may be covered in two or more meetings involving you, Money Mechanics and/or your other advisers).
Ongoing strategic advice – this service entails regular reviews of your life goals and financial strategies to ensure they are focused on achieving your desired outcomes.
Our focus is always the same, to allow you to feel empowered and in control of your financial matters with minimum worry.
Scott Malcolm talks about the values based financial life planning approach.