Financial Checklist

If I asked you whether you were in control of your money, how would you answer? Would you even know the answer?

Many people have a lot of feelings about money but very few actual facts. We don't know what we don't know, and we prefer to ignore things that might be uncomfortable or alarming. I think you already know that this isn't a great way to move forward in your life, though.

This simple but comprehensive checklist is an essential tool if you want to take control of your money and increase your awareness of your situation.

With four pages of explanatory notes and prompts to explore each area of your finances, it's the first step on your journey to financial confidence.

By working through the four sections of the checklist and answering the questions, you will develop a clear picture of your financial circumstances, identify the areas where you have strengths and those that need attention, and discover how you're really doing financially.

The checklist is based on the structure I use with my financial coaching clients - so if coaching is out of your reach just now, this is a good cost-effective alternative.