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Your Financial Life Plan thinks about the future. It’s about establishing:

  • What you want to achieve
  • When you want to do it by
  • What trade-offs you’re willing to make

It’s about answering your biggest financial questions, things like:

  • Am I on track to achieve my life goals?
  • Do I have enough to do everything I want?
  • Will I be okay if life takes an unexpected return?
  • What can be done to improve my financial situation?

You’ll be provided with a Financial Master Plan, which establishes:

  • Your Life Goals – defining what you want your future to look like
  • Your Number – how much do you need to put away to achieve the future you want
  • Financial Freedom – a roadmap of how to achieve financial security and freedom
  • A Financial Scorecard – showing how ‘on track’ you are, based on your current situation

You will have a clear understanding of where you’re heading an a well thought through plan for achieving your financial objectives.

You’ll then move to Step 3: Your Financial Action Plan

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