Your Financial Health Check

This provides an overall review of your financial health, looking at:

1. What’s coming in – salary, bonuses, dividends, rental income

2. What’s going out – household, travel, lifestyle, holidays

3. Assets – savings, investments, pensions, buy-to-let properties

4. Liabilities – mortgage, car finance, credit cards

5. Insurances – life insurance, income protection, critical illness cover

By the end, you’ll have a clear understanding of where you stand financially.

Financial Questions

It helps to answer the important questions, things like:

….? Am I saving enough?

….? Can my pensions and investments be improved?

….? Will I be okay if something goes wrong?

….? Can I reduce my tax bill?

The outcome of your financial health check will provide you with a really clear picture of your current financial position.

You’ll then move to Step 2: Your Financial Life Plan

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