Ten-year financial plans aim to achieve your long term goals and create stability in your financial life. Neill Hopkins suggests that you take into consideration your health and family status when picking your long term goals. The financial plan that Neill will create for you is centered on your unique circumstances and objectives.
After setting your goals and creating an extended budget, Neill will estimate your projected income and will set a detailed time frame to achieve your objectives. You and Neill will be revising this plan regularly to ensure that your financial strategy is working perfectly or make some adjustments to re-frame your plan if necessary, i.e. an urgent situation that you weren’t expecting and that could affect your financial health.