Get Your Financial Life Plan Score
Complete the assessment to get your score
You will be asked 16 targeted questions, based on our experience of helping hundreds of people plan their financial future. You'll get insights into where you're doing well, and where you should focus your efforts to improve.
What's important?
We've years of experience in helping hundreds of people prepare financially for the future they want, create a plan that they believe in, and put that plan into action. Everyone's plan is individual, but there are common elements and it's important to give adequate consideration to all of them.
Clarity and Awareness
Start with a complete and clear picture of your personal finances, from knowing exactly what you own and owe to truly grasping where your money goes. Dedicating time to understanding your priorities, and how they may change over time, encourages thoughtful and intentional spending that aligns with your values.
Purpose and Planning
It's important to design a financial plan that reflects what matters most to you, both now and in the future. Dedicating time to understanding your goals, strategically managing income for tax efficiency, and outlining your wishes for leaving a legacy to loved ones ensures your plan is deeply personal and effective.
Resilience and Risk
Building a financial approach that can confidently navigate uncertainties and market fluctuations is crucial. Dedicating time to ensuring your investments are aligned with your long-term goals and timeframes, having built-in safety nets, and understanding how to proactively respond to potential financial challenges builds confidence and security.
Protection and Support
Safeguarding your financial well-being against unexpected life events like illness, death, or loss of capacity is vital. Dedicating time to ensuring you have adequate insurance and that your plan comprehensively addresses all financial responsibilities you have towards others, such as children or elderly relatives, provides peace of mind.
Maintenance and Communication
It's important to have a clear process for the ongoing stewardship of your financial plan and the ability to share it effectively with those who need to know. Regularly reviewing and updating your plan as your circumstances evolve, and ensuring key people understand your financial arrangements in case of an emergency, ensures its continued relevance and accessibility.
It’s free and only takes 3 minutes