How To Create A Personal Financial Plan In 8 Steps

Now is the perfect time to begin planning for your financial year ahead and a comprehensive financial plan helps you to achieve your goals.

In this podcast I share my 8 steps for creating your very own personal financial plan!

Key Takeaways

When considering your financial wellbeing, it is crucial to have a clear sense of what you want from life, and use this to create a comprehensive financial plan.
Creating a budget can seem daunting, but can act as a vital signpost for your financial year ahead.
Building your emergency savings fund is vital. The best way to ensure that emergencies can be tackled is to start saving today! Aim for around three months’ of living expenses.