Your Financial Life Plan
Your Financial Life Plan thinks about the future. It establishes:
…1. What do you want to achieve
…2. When you want to do it by
…3. How to balance the trade-offs
It challenges you to think different, think big.
Financial Life Questions
It helps to answer some of your biggest financial questions. Things like:
….? Progress – are you on track to achieve your life goals?
….? Funding – do you have enough to do everything you want?
….? Resilience – will you be okay if life takes an unexpected return?
….? Improvements – what can be done to improve your financial situation?
Financial Master Plan
By the end, you’ll have your personalised Financial Master Plan. This will show:
…✓ 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 whether you are ‘on track’ to achieve your objectives
You will have a clear understanding of where you’re heading and 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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