Download My Money Canvas to get an overview of your financial situation.
My Money Canvas is a quick and simple tool to help you identify areas of your financial life that are going well and those that need attention, so you can make better choices.
To get you going, I have recorded a short webinar that takes you through the canvas and will prompt you with questions about the different sections.
To take advantage of the 25% discount on the My Money Canvas guidance session click the button below.
Canvas instructions
In each box on the canvas, answer the following questions about that topic.
How confident are you that:
you have or can find the information you need to make good choices?
you are managing this well already?
your current arrangements fit in with your future goals?
Make a note of any thoughts or feelings that come up.
You now know:
what areas of your finances you need to learn more about;
where you’re already succeeding (well done!);
and where your existing plans and products might be out of date, given you future goals.
For more on making good choices with your money, check out my blog and podcast.