Real Life Financial Planning

Who we are

Real Life Financial Planning is a financial services practice founded by Michael Fairweather, a Certified Financial Planner and Registered Life Planner. We are passionate about helping individuals and families achieve financial clarity, confidence, and the freedom to pursue their dreams.

Our approach

We believe that true financial planning is about more than just numbers and investments. It's about understanding your aspirations, values, and aspirations for life. We take the time to listen to your concerns, goals, and aspirations. We then work with you to develop a personalized plan that aligns with your unique needs and desires.

What we offer

We provide a comprehensive range of services, including:

Life Planning

• Discovering your values, goals, and aspirations
• Creating a clear vision for your ideal life
• Identifying potential roadblocks to achieving your dreams
• Developing strategies for overcoming challenges and prioritizing your financial decisions

Financial Planning

• Goal setting and prioritizing financial goals
• Developing a comprehensive budget and expense management plan
• Building and diversifying your investment portfolio
• Optimizing your taxes and estate plan
• Risk management and insurance planning

Wealth Management

• Wealth analysis and portfolio review
• Implementation and monitoring of your financial plan
• Regular review and adjustments to ensure your plan remains relevant and effective

Who we help

We work with individuals, couples, and families who are:

• Starting a new job or starting a family
• Buying a property
• Going through divorce
• Planning for retirement
• Receiving an inheritance

What sets us apart

• Client-focused approach: We prioritize understanding your individual needs and aspirations before recommending any financial solutions.
• Holistic perspective: We consider all aspects of your financial life, including your emotions, goals, and aspirations.
• Evidence-based planning: We base our recommendations on sound financial planning principles and industry best practices.
• Transparency and communication: We provide clear and concise explanations of our process, fees, and expectations.