Financial Planning for the life you really want


THE KEY NUMBER

About The Key Number™

Life Planning and Financial Planning

The Key Number™ is about money, but ultimately it's about the life you want, the life you don't, and the costs of each.

We believe fervently that everyone should know their Key Number™ and what it means to them.

Knowing the Key Number™ inspires a different response from nearly everybody this is because money means different things to different people. To some, the Key Number™ symbolises freedom, confirmation of success, the ticket to luxurious indulgences and spiritual exploration; to others, it represents the incomprehensible and irrational nightmare of an impoverished life ahead of them, a seemingly desperate unavoidability that they would rather just ignore than face up to.

The number represents the amount of money and assets you will need to have in place to provide you with the lifestyle you desire, with out the worry of ever running out of money.


"The best way to predict the future is to create it"

But how do you quantify your Key Number™?

The Provest approach and know how will ensure you identify this figure, but before you can quantify your Key Number™ we need to fully understand your values, what's really important to you and what your desired future lifestyle will look like and cost. We do this as part of the discovery process.

This is where it gets exhilarating, when you are able to visualise your outcome, when you can be undoubtedly connected to now and your future, you can wholly identify those milestones along your life's road map, this is the discovery moment when both we and you understand your association you have with money and it is the exact time when we observe that people become certain about their futures and what they want to do with the rest of their lives.

Once you are aware of your Key Number™ you will be able to make some intelligent decisions about your money. As examples, from our experience we have found that either people do not have enough and then can plan for what they need to accumulate in the future or they might have too much so they can then decide what to give away in their lifetime thereby enjoying the giving experience and reducing their tax liabilities. Also sometimes business people put off the sale of their business due to either the fear of running out of money or the idea that the business needs to achieve a greater price. Again knowing the Key Number™ can help them in making the decision of how much to sell their business for either now or in the future.



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