Ten Simple Tips For Your Financial Planning
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Transcript of Ten Simple Tips For Your Financial Planning
Financial Solutions for Life
Financial Solutions for Life
Ten tips to help you kick start your plans
Financial Solutions for Life
Financial Solutions for Life
1. Identify your goals
Financial Solutions for Life
2. Know what you are worth
Financial Solutions for Life
3. Maintain a budget
Financial Solutions for Life
4. Keep debts down
Financial Solutions for Life
5. Stash some cash
Financial Solutions for Life
6. Save! Save! Save!
Financial Solutions for Life
7. Get yourself protected
Financial Solutions for Life
8. Plan your retirement
Financial Solutions for Life
9. Look to invest as it’s not just for the rich
Financial Solutions for Life
10. Spread the word
Financial Solutions for Life
So who are James Harvey Associates?
• Bespoke financial strategists
• Independent
• Average of over twenty years experience• Low Staff turnover• Strong Balance Sheet• Directly authorised and regulated by the FSA
Financial Solutions for Life
Practical solutions for good planning
• Understanding of why things happen
• Concerns people have
• Development of a framework
• The five steps of Financial Planning
Financial Solutions for Life