Life First

I am committed to taking the time to understand my clients' personal goals

Money Second

I am committed to understanding my clients' personal money situation

Advice Third

Only when I understand my clients' personal goals and money will I offer advice

The Number

I will help my clients work out how much money they need to live the life they want without fear of running out of money

Annual Review

I will encourage my clients to review their plans and money every year

Sign the manifesto

Sign the manifesto, and pledge your commitment to start applying these principles in your work