How to use this guide
Offer this to people who search for where to start with money. It is calm and without jargon, and it shows how you work before anyone books a call.
What is inside
- Start with what you wantMoney is a tool, not a goal.
- See where you standNow write down what you own and what you owe, without judging any of it.
- Work out what you spendSpending is where plans succeed or fail, and it is the number people know least well.
- Build a cushionA cushion is easy access cash that stands between you and a surprise.
- Deal with costly debtInterest works against you on debt exactly as it works for you on savings.
- Protect what mattersA plan can be undone by one event you did not expect.
- Understand risk before you investInvesting means accepting that values move, sometimes sharply, in return for the chance of growth over time.
- Choose your next stepWith goals, a clear picture and a cushion, the next move is usually one of a few.
Three title ideas for your own version
- Your first financial plan
- A calm guide to financial planning
- Where to start with your money
Where to promote it
- referral partners
- local seminars
Does a financial planning guide count as advice?
This sample is written as general information and says so at the end. Have your own compliance team review anything you publish under your name.
Make this guide your own
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