Take a step back, analyse where you’re going and how you’re going to get there.
You may be...
You’ve got ambitions for your future. But as you’ll know, a goal without a plan is just a dream.
I’ll give you all the facts and figures you need to make fully informed decisions and a roadmap to get you from where you are now to where you want to be.
Maybe you’ve found yourself drifting through life recently, lacking motivation and not enjoying what you do any more.
I’ll help you focus on where you could go from here and create a future that you’re passionate about.
You’re a busy person and running a business means you’ve probably got a head full of figures already.
But how much time do you actually have to devote to your personal finances and thinking about whether everything is heading in the right direction.
How Emily can help
An opportunity to identify what you want your future to look like and how you can position your money to obtain it.
Cash flow planning
Make it easier to visualise and achieve your life goals with the help of sophisticated cash flow forecasting technology.
Make values-based decisions about where your money is invested and feel good about how you build your wealth.
Explore all the legitimate available opportunities to reduce your tax burden and direct your savings towards your goals.
Gain peace of mind that your business is adequately protected with Key Person Insurance, Shareholder Protection and other tailored solutions.
Discover the sale price you will need to achieve to move on in the way you want, and plan for the next stage of your life.
See below testimonials from my clients