Name withheld at client’s request

‘It was a revelation to me to look at things, as I felt, “the other way round”; I had always looked at the amount of money I had and made decisions from that instead of recognising my life priorities and heading for those.’

At our last meeting we discussed the positive effects the Planning for Life sessions had had on the way I look at my finances and I was moved to put them in writing for you so here they are:

The Vision

It was a revelation to me to look at things, as I felt, “the other way round”; I had always looked at the amount of money I had and made decisions from that instead of recognising my life priorities and heading for those. In the 10 months since we first started to talk I have already started to achieve some of my goals eg. getting the house in order, seeing more theatre with the girls. I am now looking at new and other goals too. It has also been interesting that, while the practical money things are easy to measure, I have also noticed that the things I would call more “spiritual ” have moved as well(…).

In other words there is an increased sense of making decisions and control whereas I used to feel very much as though I was at the mercy of forces I couldn’t control. It has made me more proactive eg in looking at pensions and exploring things I can do to the house with my available income.

Innocent Beliefs

I was amazed to discover what a lot of bad habits I had with regard to shopping and my lack of practical knowledge of where the money went to. Being a bit of a control freak I had to write myself rules about shopping but these are now internalised and working well eg don’t stockpile (no Yukon mentality now); don’t fall for offers unless they are going to be put to use in the short term; don’t fall for offers just because they are cheap; and, last but not least, my beloved daily reckoning book which has given me enormous insight into what I spend and on what so that I can make better decisions in the future.(…)

Lots of stuff for me still to consider and learn, but a bit of a turnaround and empowerment for me – and all in less than a year. I have really enjoyed our sessions and especially enjoy sharing the more spiritual (for want of a better word) aspects of what we have been doing.