When thinking about your future financial wellbeing, it can be helpful to consider a financial plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making important decisions.
A comprehensive financial plan helps you achieve your goals by analysing your current situation, planning for the future and providing continuous monitoring of progress towards those goals. A well-thought-out plan can help you protect yourself from unexpected events that could affect your ability to meet long-term financial commitments. What do you want to do in life? Who are the people who matter most to you? What do you worry about at night?