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.
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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