How to build an awesome financial plan.

A 10 to 20-minute read, depending on your speed.

The shocking thing is that almost no one knows how to design a financial life plan.

Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth.

So, in this final of three insights in this series, we’ll reveal this (secret) approach for planning your money for the long term – in seven awesome steps.

You’ll also lay out your ideas for your future life – in pictures – on one sheet of paper!

If you’re up for this, read on.

What we’ve covered, and what’s coming up?

In the first Insight, we learned why financial planning is a secret – and explored the personal financial crises that can arise when we fail to plan.

So, be sure to start this series there.

In the second Insight, we looked at the broad benefits of financial planning and explained why a sound approach to this work is essential.

We also explored the first of the seven (A.W.E.S.O.M.E.) steps in this planning process.

The letter ‘A’ reminds us to ‘Attend to the right Areas’ of our finances in the correct order.

You can find a reminder of those areas for attention linked here

The priority tasks, among all the money challenges we might face, are shown in the blue boxes below.

For financial advisers, planners and coaches

This educational Insight is one of many we’ve created for you to use under license in your business to help more people make better financial decisions – and see the value of professional advice.

You can brand these licensable insights to your business style and add your own firm’s calls to action.

If you have any questions at all, please email me at hello@paulclaireaux.com