We are delighted to introduce our new Household Financial Planning service to our members. We have found that our clients and their spouses often benefit from having a combined financial review, in order to get an overall picture of their financial objectives as a family. We can now look at your household as a whole in order to maximise your overall financial position to your best advantage. To do this, we engage in a four-step process;
As part of our Monthly Offers for 2022, those who book their household review in before the 5th of August will be entered in a draw for a €350 voucher for Ireland's Blue Book. To book your Household Financial Planning review, go to:
www.ipf.ie/household-financial-planning
1 Comment
12/11/2022 09:09:54 am
A comprehensive consultation with you and your spouse to review your financial objectives and stress test them against your current financial arrangements. Thank you for taking the time to write a great post!
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