Your Life Map

Do you ever think about your life map & how your extended & blended families might need you?

Those closest to us will need to have various things in place - but what is out there? 

What do you need to consider - what is on your near radar? 

How much knowledge do you already have & what do you need to learn about?

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My FriendsStory

Branch

At 35 who would have thought you needed to worry about wills or lasting powers of attorney (LPA) for older parents?

My friend Claire suddenly lost her dad to a short illness leaving her & her mum bereft. 

Her mum was in so much pain her health deteriorated rapidly & Claire found she had to take measures to get her specialist care.

 The will was old which meant there were some complications & Claire's mum's care was costing over £3000 a month. 

Her mum couldn't remember her bank card pin, didn't know any of the online banking details because her husband did it all & she was unable to get to her bank in person.

Despite face-timing her bank manager together, Claire wasn't allowed access to her mum's savings as she did not have an LPA whilst her mum had (temporarily) lost mental capacity. Because of her mental health, it was also too late to put one in place. 

You'll be glad to know this story has a happier ending, Claire's mum did recover & whilst she still lives in her new care home by choice, the financial plans put in place in the will means she can afford to.

Can you imagine the stress put upon a person especially at that age who is also grieving? 

 

Meet The Team

Olive Branch

I have been very busy getting to know wonderful professionals who can complete our budgeting and planning ecosystem! 

These are the people I want to introduce to you and be very happy to refer you to. 

They are all from the South East of the UK but as we all do now, they work remotely so will gladly support your needs wherever you are.

For full GDPR compliance if you would like to chat to me first, ask Q before diving right in I totally get it - I'm the concierge if you will & have a simple process that is free. Just contact me using the online form under CONTACT

Holding your hand & guiding you from fundamental budgeting, to organising your household bills then on to your next stage on your journey is my pleasure.

You are welcome to go straight to the lovely people below if you wish - please quote "budgeting and planning" so we can keep the ecosystem in sync.

THE PRO'S are my current collaborations and there will be more to come, here to extend further support to you so that you can make the most of your money and your life.