Guide to Setting Financial and Lifestyle Goals

Guide to Setting Financial and Lifestyle Goals
Plan for tomorrow, live for today

This fully personalised 06-page guide looks at how financial success doesn’t happen by accident. It’s a process starting with having a goal, planning carefully and being confident of making the right decisions at the right time.

It is easy to stray from basic, solid principles of finance. These remain true no matter what your age or circumstances. It’s those same principles that need to be applied to your financial affairs.

What clients and prospective clients will read includes: Setting life goals; Reaching milestones; Defining clear objectives; Set realistic goals; Divide goals into short, medium and long-term time horizons; Inflation matters; Risk protection; Utilising your tax allowances and reliefs; Developing a comprehensive financial plan; Retirement decisions; Monitor your plan, making adjustments as your goals, time frames or circumstances change.

How to use

Ideal to generate investment planning business opportunities. Upload to your website, use the content on your blog, email to clients and prospective clients, and use it on your social media channels. If you have previously ordered, we’ll use your approved personalisation artwork; our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).

Order now, fully personalised, for just £127.99

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