Financial Planning Kildare

I remove the fear around money and make it something you can get excited about

My name is Gwen. I am a Certified Financial Planner.

I work closely with my clients and together we put a plan in place that is specific to them. My aim is to give a full financial plan which will help clients achieve their desired future goals and lifestyle.

I will help you to assess your current situation and clearly identify your objectives for the future. I will work with you closely to design a plan tailor-made to your current situation and I will help you design a strategy to implement this plan.

I remove the fear around money and make it something you can get excited about.

I want you to make financial decisions with confidence and to address any concerns you may have about your financial future.

I will take the fear out of planning for your future.

Take our quick assessment to help get an idea of where you are and a plan for where you want to be.

These plans include not only investments but also savings, budget, insurance, and tax strategies; every aspect of your financial life.

Start Financial Planning

Frequently Asked Questions about Financial Planning in Kildare

Why would you advise someone to check on their financial wellbeing?

It’s important for you to feel good about your money and your current financial situation. Whether that be everyday expenses, holidays, unexpected events, saving for a house, planning for your future or your children’s it’s important to keep your finances in check, so you can make the most of what you have. Being prepared as much as possible will give you peace of mind.

When should a person look at putting a financial plan in place?

There is no specific age at which you should put a plan in place. Whether you are just starting out in your career, saving for you’re your first home, planning for retirement, or managing your finances in retirement, financial planning can be put into place anytime.

Is the financial plan designed for specific person?

Simply put financial planning it for everyone including you. Throughout our stages of life we will have different goals we want to achieve but to achieve these we must plan. From students, and young professionals, to families with children, those in retirement or post retirement the plan is designed, and tailor made to your current situation.

Once the plan financial plan has been implemented and you meet with your clients should they review this often?

I would always recommend reviewing your plan yearly as things can change throughout the year, unexpected events can occur such as death, redundancy, and the birth of a child that will have an effect on your life and you must take these into consideration when planning for the future.

What is the Financial Plan roadmap?

Many thanks for your interest in our Financial Planning Services.

I am looking forward to working with through your financial journey.

The full financial plan will:

Analyse and evaluate your financial status
Develop and present financial planning recommendations and/or alternatives
Implement the financial planning recommendations
Monitor the plan going forward

If you have any of the following please bring details with you to our first meeting.

Life/Protection Policies
Pensions, present and past
Savings/Investments
Loans/Credit Cards/Mortgages
Inheritance/windfalls
Any other relevant details

The Process:

Step 1 – Initial call 20 minutes – complimentary.

Step 2 – Complete Fact Find and set goals and targets.

Step 3 – Follow up 2 weeks later –Meeting- to present provisional plan and to clarify any queries.

Step 4 – Final follow up 3 weeks later – Meeting with the full printed plan and targets addressed.

Reviews: Reviews will be carried out yearly or half yearly as required.

Costings:
Full Plan €300.00
Review €150.00