The 6 steps to sort your finances for good

The 6 steps to sort your finances for good

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Publish Date:
1 April, 2024
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

In an ideal world, everyone would have access to high quality financial advice from experienced independent financial advisers - at a price that is good value for money.
This way, you get advice that is personally tailored for you and your unique set of circumstances
But for various reasons, this isn’t the case. Affordability being one of them.
While it’s always better to have a specific financial plan that’s tailored to you, is there isn’t a general set of step that apply to most people that will set you up for success
That’s the subject of this video

Book your free call with me here
https://diannesullivan.co

Link to video on sequencing risk
https://youtu.be/HkuJGjL9q6U

Timestamps
0:00 intro
0:41 get rid of bad debt
1:24 build your emergency fund
2:26 max your pension contributions
3:03 stocks & shares ISA
4:41 make a Will & LPA
5:23 financial coaching?