The Sanity Check
An MOT - and service - for your retirement plan
When will you be able to retire? How much will you need to enjoy it? And how can you give the money you've got the best chance of meeting that target?
These are the most popular questions most of have ask about money. Which is why we've introduced the Sanity Check.
What to expect
Our Sanity Check will:
Look at what you have
Consider what you want
Map your opportunities
Highlight your strengths
Identifies any weaknesses
Check durability in the face of threats or adverse conditions
The result is a route map to your future. The shortest route. The quickest. The easiest route in good weather. Allowing you to set a benchmark of where you are. And track your future progress over time.
But it also provides a back up plan. In case of traffic. Or a storm rolling in. So you'll know the diversions you can take, should you ever need to make up for lost time.
How it works
You tell us what you've got
We analyse that in various scenarios
Highlight all the good points
Make suggestions for what might be improved
Help confirm some goals you can work with
Finalise an action plan of next-step priorities
Discuss the findings (online) - and answer any questions you have
You then receive the complete information pack: research findings, action plan and recording of your consultation. Giving you something to refer back to as future opportunities arise.
All inclusive fee: £ 429 *
If you'd like to discuss the Simplified Sanity Check, and see how it might help you get on the right road, book in for a 15 minute, no-obligation chat.
We look forward to speaking to you.
*Please note: Simplified Money supports individuals holding up to £350,000 in pensions, savings and investments.
Our prices include VAT where payable.
The Sanity Check is the first step in all our relationships, including those which progress to full regulated financial advice. However, this is legally a 'Guidance' service. The cash-flow planning process is not regulated by the Financial Conduct Authority.