Tips & tools

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.

Step 1: Read this free guide to Financial Planning

This free guide to Financial Planning has been written by Financial Planning expert Jane Wheeler CFPTM. Download it now and kickstart your financial future.

Step 2: Use this online planning tool - Lifelong cashflow planning with Truth Lite

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

Step 4: Ask a planner - Put your questions to our CFPTM professionals 

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.      


The Wealth Secret. Create, Build and Protect your Future the Penguin Way

The Wealth Secret published by Penguin Wealth explains the eight basic principles that need to be applied by any individual seeking to create long term wealth for themselves and their family. This invaluable resource has been made exclusively available to Financial Planning Week 2016. To receive a free PDF download, request your copy by emailing