What should you know? 

It is often the stories we inherit from our parents and our formative years that shape our values and decisions. Money is no different.

If you were raised during a period of high inflation, your attitude to money will likely differ from someone who was not. If you experienced economic stress at home or in the wider economy when you were growing up, your views and biases around money will probably vary from those who were raised in an environment of abundance.

Those experiences can sometimes create positive financial habits, but they can also embed limiting beliefs that hold you back.

US taxation of non-resident aliens
Why should you care? 

Today, the world and your circumstances are different. Yet those old narratives still influence how you save, spend, and invest your money.

Without awareness and guidance, your past will likely shape your instincts, and could send you down the wrong path.

Financial planning helps you to see beyond those beliefs and challenge the stories that might restrict your progress.

With a new perspective, you can take ownership of your financial future and move forward with clarity and confidence.