Five steps to creating your Financial Plan
It doesn’t matter how much money you have or have not got, we all need to make sound plans for our future. Here are five steps you can take to kick start your financial plans, so that you have the best chance of achieving what you want out of life.
This free guide to Financial Planning has been written by Financial Planning expert Jane Wheeler CFPTM. Download it now and kickstart your financial future.
By entering details of your income, outgoings, what you own and what you owe into this useful online tool, you can build an accurate measure of your net worth and current financial situation. Then enter your projected future income and expenditure to build up a picture of the life you want to enjoy in years to come. Set aside 30 minutes for this and get planning.
Step 3: Check out other tools and guides
Wayfinder provides access to a range of tools and guides to help you with your specific financial situation. Read more.
If you've got a question about some aspect of your own financial situation that you're currently navigating, why not ask one of our CFPTM Professionals for their opinion? Ask a planner.
Step 5: Get expert advice from a professional Financial Planner - use Wayfinder's find a planner search tool
By now you've hopefully developed a better understanding of your financial situation. If you need professional help, your next step is to use our tool to find a planner who is a CFPTM professional or a CISI Accredited Financial Planning Firm.