Financial Planning what is it?

Red Adair Once Said “If you think working with a professional is expensive, wait until you try and amateur” The same goes for financial planning. So, financial planning what is it exactly?

Let me start by telling you a cautionary tale.

I bought a new kitten recently. I collected her from a lovely lady up in Worcestershire and made the journey back to Bristol. It was obviously traumatic for her, first, she was taken away from mum and then had to suffer a 90-minute car journey. We arrived home and I decided to unload the car before taking her inside. I thought she might like a bit of fresh air and unzipped the carrier at the very top couple of centimeters. It took no more than a minute to unload the car, but when I went to get her, she’d disappeared into thin air.

I searched everywhere and eventually found her hiding underneath the passenger seat of the car. She gave me the slip for the next 20 minutes. We started a  game of cat and mouse, with her moving every time I got near her.

This is my first cat; I’ve always been a dog person and don’t understand cats. Foolishly I decided to make a grab for her. A  46-year-old man was no match for the lightning-quick reactions of a 9-week old kitten, and she shot out from under the seat.

Now I couldn’t find her anywhere until  I heard the faintest of meows coming from the glove compartment. I was looking frantically but still couldn’t find her. A while later heard another meow, this time it sounded like she was behind the dashboard. Still searching I found the smallest of holes underneath the dashboard, too small to even get my hand in and too small for a kitten, I thought…

Panic Stations

Panic started to set in and I decided I needed the help of a professional.

I rushed to Westbury from Bristol to see my friend and Volvo specialist, Gary. Every now and then I’d hear a faint meow. They say a picture paints a thousand words; this is what happened next.

There she was without a care in the world.

The moral of the story

The next time you’re thinking Financial Planning what is it? It’s about making sure you don’t have any holes to cause you stress.

  • You might not think a small hole matters, but even the smallest one can cause a lot of trouble.
  • When things go wrong it’s important to have a professional on your side.

The kitten didn’t have a name at that point, but she seemed to be quite lucky, so it seemed apt to name her after my new firm, so, world please meet FOUR.

If you want to find out if you have any “holes” 4 financial planning offer a free financial health check. Book your appointment today.

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