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‘Still working part time because they love their job! Children have flown the nest and they can now start to spend some time on the things they really want to do like gardening, taking on a new hobby and travelling.’ Which life stage is being described here?
‘Regular income, no current foundation costs, no property or car. Majority of funds are spent on going out with friends and holidays’ Which life stage is being described?
Why is it important to recognise which stage of life your client is in and then get them to recognise it themselves?
In which life stage would you be considered ‘comfortable’
Which of these are NOT life stages in Lifestyle Financial Planning?
(Select 3 answers)
How many life stages are there in Lifestyle Financial Planning?
At Assisted Independence stage we may find our life and lifestyle expenditure starts to reduce but our Foundation costs increase – why is this?
Why do we always plan to age 90?
Which life stage falls between Golden Time & Slowing Down?
Base Building comes after?
Which life stage is characterised by someone needing assistance to maintain their independence?