“At Serenity we believe that financial life planning is the process of meeting

your life goals through effective, ongoing management of your finances.

Our advice is completely impartial and we partner with you over the long term

to ensure you stay on track.”

Tina Weeks RLP®, Co-Founder of Serenity Financial Planning

Our approach is refreshing, unique and accessible to everyone. We have created a process that has been designed to give vision to your finances and clarity to your dreams.

Our methodology has 4 stages:

1. Getting to know you2. Preparation of your Financial Life Plan3. Implementation of Financial Life Plan4. Ongoing monitoring and review

The Team

At Serenity Financial Planning, we believe that we must always be in a position to deliver impeccable service and be able to scale our services depending

on the needs of each of our clients.

Serenity’s clients benefit from the EVOKE® Life Planning process

This 5 stage process defines our approach to Financial Life Planning. We find it enhances the financial planning experience and gives true value to our clients.

This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of training that lead to the Registered Life Planner® designation.

Used by permission of George Kinder © 1999

Exploration

This is the first stage of the life planning process. We take time to explore the reasons behind your visit and deal with any issues of immediate concern. We then move on to the things that are important to you and encourage you to dream big for your future and that of your loved ones.

After our Exploration meeting we will ask you to complete some carefully considered life planning exercises which will help you clarify and define the things that are important to you. We may use all or some of the following exercises:

1. The 3 questions2. The Hearts Core Grid3. Ideal Day / Week / Year4. Goals for your life

The EVOKE® Life Planning process

Vision

During this part of the process we take your dreams and goals and bring them to life.

We ask you to complete specific tasks and work with you to paint the picture of how your life would look if it was everything you wanted it to be, if you were truly living the life of your dreams.

You will feel motivated and energised by the possibilities that lie ahead of you.

The EVOKE® Life Planning process

Obstacles

This part of the process looks at what is standing in the way of you living that dream life.

We work together to overcome these obstacles so you may have a clear path to a financial life plan that deliver the life that is everything you want it to be.

The EVOKE® Life Planning process

Knowledge

This is where we use our expertise to design the financial architecture that is required to ensure that the finances are aligned to your dreams.

We bring in the results of the life planning exercises and use cashflow modelling software to model different scenarios for you.

The EVOKE® Life Planning process

Execution

This the implementation part of the process where we put in place all the recommendations in your plan to bring your financial life plan to life.

We will undergo in depth research and analysis to ensure your recommendations are made specific to you and we use our investment process to deliver a structured, seamless and systematic investment experience.

The EVOKE® Life Planning process

Ready to listen

We encourage you to dream big and then stick with you on your journey to making your dreams reality.

We base your financial plan around your life, your goals and ambitions. Through our life planning techniques we can even help you figure out what your goals are if you don't already know.

You see we really do want to listen. We want to hear your story - all of it.

Qualified and experienced

All Serenity advisers are qualified and have experience and the technical expertise to ensure that the correct financial architecture is put in place for each and every client.

We help and guide you on every aspect of your financial and life planning; from managing your monthly budget, keeping you informed and designing and monitoring your investment portfolio.

Everyone is different, we understand and respect that. Above all, we keep it real and relevant for you.

Engage with us online!

Twitter for clients: twitter.com/SerenityTWeeksTwitter for financial advisers: twitter.com/TheFinanceCoachFacebook: www.facebook.com/SerenityFPFoursquare: foursquare.com/venue/6102215YouTube: www.youtube.com/user/FinancialWeeks

Our Website

www.serenityfp.com

Contact us

London North office76 Capel RoadBarnetHertsEN4 8JF

London City office1 Ropemaker StreetLondonEC2Y 9HT

Call our free phone number 0800 6335119

www.serenityfp.com