Financial Planning for a ‘good life’

What constitutes ‘The Good Life’? 

For me, it’s as simple as spending quality time with my wife and daughters, caring for our chickens in the backyard, or going for a long bike ride or run through the local countryside. While these might sound idyllic, they underscore what truly matters: material comfort, emotional well-being, meaningful work, strong relationships, and a sense of community.

As financial planners specializing in expat financial issues, my team and I aim to help our clients achieve their own vision of “The Good Life,” just as I have been fortunate to do with my own family.

The concept of “The Good Life” is deeply personal and varies from person to person. It’s a concept that ancient philosophers like Socrates and Plato dissected, but you don’t need a philosophy degree to understand that achieving the “good life” goes beyond your bank account balance or the size of your investment portfolio.

For expats, the journey towards this fulfilling life often involves navigating the financial complexities of living in another country, complete with its unique challenges and opportunities. At Northern Cross, we view financial planning as a tool for wealth accumulation and as a roadmap to a fulfilling life.

So, whether you’re an expat, considering a move back home, or content in your native land, the idea of the “good life” should be at the heart of your financial planning. It’s about crafting a financial strategy that allows you to live life on your terms, engage in fulfilling work, cultivate lasting relationships, and enjoy material comfort without jeopardizing your overall well-being.

How can you create this life? Start with reflection and intentional planning—principles that even Socrates would nod to. Are your financial choices reflective of your personal values and goals? Are you utilizing your resources wisely? Have you laid down the right financial foundations, like proper investments and tax planning, to make your version of the “good life” a reality?

Our team at Northern Cross is here to guide you through these intricate questions. We’ll help you examine your unique blend of virtues, skills, and financial objectives, integrating them into a tailored financial plan designed to enhance your life.

Why settle for an ordinary life when you can craft an extraordinary one? Reach out to us today, and let’s embark on this fulfilling journey towards your own version of “The Good Life” together.

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