Financial planning for life: the smart way to build wealth and live well

You’ve worked hard to get here. Now let’s help your money work just as hard.

A woman with brown hair smiling and looking at her tablet while sitting at a wooden table with a laptop and mug, in a bright room.

You are already doing great. Now let us help your money keep up.

You have built a solid foundation: a good career, steady income, and some savings. You deserve a financial plan that celebrates what you have achieved and helps you go even further.

The truth is, even women who seem financially secure can feel unsure about the next step.

That is where I come in. I am Shalini, your wealth wingwoman, here to guide you through your 30s, 40s, and 50s with clarity, compassion, and zero financial jargon.

✔️ No guilt over your flat whites
✔️ No baffling spreadsheets
✔️ Just honest, judgment-free conversations about your money and your life

Wealth isn’t just about numbers. It’s about options, time, and peace of mind.

Why women trust me as their financial adviser for later life planning

I offer tailored financial strategies designed around your life, rather than a copy and paste template.

I explain everything clearly so you feel confident, not confused. You need to feel in control of your money.
I help you make smart decisions with your money today that benefit you long-term. No bright shiny objects here!
And having grown up in Liverpool, there is nothing better than helping other Scousers

A woman walking along a waterfront promenade, talking on her cellphone, holding a black folder, with historic brick buildings and a Ferris wheel in the background.

Financial planning for life is not about sacrifice. It is about freedom.

Only one in five women feel confident managing long-term finances such as superannuation, investments, or retirement planning.

Most financial advice is still built for men or based on outdated assumptions. At Her Financial Planning, we change that narrative.

I will guide you to:

Align your money with your values
Make clear, confident financial decisions
Feel prepared for life transitions such as career change, travel, family, and retirement
Design a life that feels as good as it looks

You deserve a financial strategy that is as intentional as the life you are building.

A woman walking her dog along a beachside pathway on a sunny day, with ocean waves and stairs leading up a grassy hill in the background.

Money is a tool. What do you want to build with it?

Where many financially stable women get stuck

High income and decent savings are great, but they do not always translate into clear financial direction.

You might find yourself thinking:

❓ “Am I saving enough for retirement?”
❓ “Should I invest more or hold cash?”
❓ “Can I afford that next trip or career break?”

I will help you answer those questions with clarity, so you can stop wondering and start planning.

Imagine living your best life without financial fear

We work together to:

Define what “a great life” looks and feels like to you
Evaluate your current financial snapshot
Build a money map that supports your lifestyle goals
Take action, with encouragement and regular check-ins

No more flying blind. Just a plan that supports big dreams, with room for lattes and spontaneity.

Woman smiling, talking on phone, holding coffee mug at outdoor café with laptop on table near water and city buildings in background.

Every step you take today is an investment in the life you want to live tomorrow

Goal-setting that reflects who you are and what you want

Your goals should excite you, not overwhelm you. Whether you're saving for a home, scaling your side business, investing toward semi‑retirement, or just want financial peace of mind - I'll help you set realistic goals and reach them.

Together we’ll:

Prioritise ‘must-have’ goals versus ‘nice-to-haves’
Use reverse‑engineering to figure out how much you need and when
Identify any financial blindspots and plan around them

All built around your life - not a generic template.

Shalini Kanap, female fianncial adviser in a business meeting, one is speaking and smiling, the other is taking notes, with a chart displaying growth on a screen in the background.

Today’s money moves create tomorrow’s freedom

Whether you’re:

nurturing a growing career
dreaming of early financial independence
thinking about family or legacy

A life-first financial plan gives you clarity, not constraints.

We’ll work together to lay out every scenario - sabbaticals, relocation, early retirement - so you feel empowered, not anxious.

Women who plan ahead don’t just build wealth. They build freedom, legacy, and joy.

An older woman with blonde hair, wearing glasses and a beige sweater, looks worried or stressed while sitting at a table with a laptop and a cup.

How Liverpool wealth management helps you move from confusion to control

Feeling uncertain about your financial future is exhausting.

You are not sure where your money is going, you are unsure how to grow it, and you might feel embarrassed asking for help. But you are not alone and more importantly, you do not need to feel that way anymore.

With personalised wealth management, I help you:

Map out your current financial picture
Identify gaps, risks, and opportunities
Set clear, achievable goals, short and long term
Align your financial decisions with your values
Create systems that simplify, not complicate, your money life

And we do not just create a strategy and walk away, we stay connected. As your life shifts, we adjust your plan to keep you on track.

Next steps: How to start your Wealth Management journey

Start with a full financial assessment. Set goals that inspire you, build a plan that supports them, and commit to reviewing and adjusting it regularly.

You do not have to do it alone. Book a 30 min no-obligation coffee & Clarity Call below 👇

Your business has the power to create wealth and freedom. Let us help you make it happen.