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10 Reasons Why Everyone Needs Financial Planning

23 Oct

10 reasons why you need financial planning

  1. Reduction of debt
  2. Assisting with maximizing prosperity over the long term
  3. Helping with attaining financial independence after retirement
  4. Enabling you to meet your short term goals, e.g. special items such as holidays, a deposit on a new home or a new car
  5. Helps you be prepared for emergencies
  6. Helps you meet your lifestyle goal for each stage of your life
  7. In the event of death, it helps to ensure that your affairs are in order (including having a valid will drawn up)
  8. It helps you to gain a “BIG PICTURE” view of your financial affairs
  9. Helps you provide your family with the necessary financial security they need
  10. It gives you complete control of your finances and moves you in the right direction towards gaining the essential financial plan that will increase your assets and consequently giving you peace of mind

Download your personal Financial Planning Income and Expenses Tool (financial-planning-income-expense-tool). Should you have any Financial Planning questions please do not hesitate to contact me.

5 reasons why you resist financial planning or financial advice

  1. You are ignorant
  2. You have a perceived shortage of available funds. Financial planning will reveal that you do have the funds available.
  3. You have a lack of understanding of your need
  4. You had a previously bad experience
  5. You have been exposed to media coverage on a negative aspect of the financial services industry.

Download your personal Financial Planning Income and Expenses Tool (financial-planning-income-expense-tool). Should you have any Financial Planning questions please do not hesitate to contact me.

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Posted by on October 23, 2016 in General Blog

 

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