It can be difficult knowing exactly where to begin… pensions, savings accounts, protection planning, or maybe an ISA? And are you confused by all the financial jargon?
If this is you, fear not, because I’ve designed a simple process that anyone can follow, no matter how basic your level of financial knowledge.
It’s important getting the process right. It’s no good ploughing all your money into a pension if in a few months you need that money to fund an emergency or a deposit on a house. Equally it might not be such a clever idea to invest in a tax-exempt savings account (ISA) if you are a non-tax payer.
Perhaps your priority is to protect the family in case of a sudden long term illness, loss of job, or worse death, in which case you might consider it best to start with protection insurances; but maybe you already have appropriate cover from your employer’s benefits but were not aware of them.
What if you need money for a sudden emergency and you don’t have it, isn’t it better to start by building up an emergency reserve fund for such instances?
What about all those existing policies you have – work and private pensions, and other paperwork? Is everything nicely organised or an unmitigated mess?
It doesn’t need to be dull or time consuming
It is this type of confusion that I’ve addressed with my unique “Journey Planner”. A simple 8 steps process. Managing your personal finances does not need to be dull or time consuming.
Working your way along the Journey Planner map is exciting. You gain a sense of pride and satisfaction knowing that you have your financial house in order.
Make it fun
Let the Journey Planner take you along a logical start to end, make it fun moving from Point A to B. In next to no time you will be fully in charge of your finances and start to reap the benefits it brings.
Why complete the Journey Planner? Here are just a few of the reasons for you to complete the Journey Planner pathway.
- Have clarity about your overall financial health
- Satisfaction of knowing you have a plan for total financial security
- Gain peace of mind from being in control of your money
- Optimise your finances and taxes
- Gain motivation to reach your goals and achieve financial freedom.
- Protect your family and loved ones as you would wish
- Become educated to be your own trusted financial advisor
- Increase your financial competence and happiness
- Clear your head from financial worry
- Have more money to do the things you really want to do in your life
- Spend less time financial planning and more on the things you love
- Safeguard your future
- To know what you will retire on and how to achieve your dream retirement
- Provide the security and care for your loved ones.
How it works
You can use this website and the extensive blog articles and try and follow the Journey Planner yourself, DIY fashion and see how you go. Alternatively I can support you, on a one-to-one coaching basis or in a group. I offer a 5 week program that will help you complete the journey from start to end. You can choose tailored 1-1 coaching for as long as you need it.
Click here to find out more about the Journey Planner coaching.
You can find out more about the 8 step Financial Journey Planner and sign up to the masterMONEYsimply newsletter on our home page.
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