4 Step Guide to creating a financial well-being plan

In collaboration with Chris Budd

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This guide is designed to help you create a plan that will complement the advice you receive from your financial adviser. It will take you through a series of steps designed to create a financial wellbeing plan – a plan that will result in you having a better relationship with money.

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There are four parts to this financial wellbeing plan, each of which will benefit from interaction with your financial adviser. These are:

1. Understanding the sources of happiness that are true of everyone

2. Understand what makes you happy

3. Creating a clear path to those objectives you have just identified (source: your adviser)

4. Travelling along that path in the most effective and efficient way possible.