Creating a Financial Plan
Putting you more in control of your future income and lifestyle.
Why... what is your motivation? Why do you care about this?
It is important to me to have a plan in place for my future income and lifestyle.
The workshop is designed to make you feel happier, today, by having a plan in place through the use of goal based financial planning.
As discussed during the ‘Introductory Workshop’ some of the reasons why you may wish to attend this workshop (your ‘Why’) include:
- A greater understanding of what you could expect to receive based on current arrangements
- Helping you think about the future income and lifestyle that you need / want
- Through the use of technology, see if you are on track to meet your financial goals
Programme Dates and Registration
Please see the ‘Financial Coaching Tab’.
Preparation for the Creating a Financial Plan Workshop
Please refer to your ‘My Financial Plan’ document
(can be downloaded on the ‘Financial Coaching Programme’ page).
The workshop will focus on:
How... can you gather the relevant information and assess your options?
The three key discussion points:
- How to assess how much income you may need / want
- Obtaining the relevant information
- Using modelling technology
Please click on ‘Creating a Financial Plan Workshop’ for the Three Key Messages of the session.
What... next steps can you take?
Please refer to your ‘My Financial Plan’ document.
You can download the Cashflow Modeller here.