Financial Planning now means a stronger financial future. For some a financial …
Financial Planning now means a stronger financial future. For some a financial plan is opening their glovebox in their car to get the receipts close to tax time. Financial task ideas: 1. Financial goals – what are your priorities and targets? Make a list on your phone. 2. Create and start a budget – you can begin one in Excel or Google Docs. 3. Review your cash flow. – Organise your documents for tax time. Keep receipts by taking photos and adding them to a storage place (e.g Google Drive or Evernote). – (Family) If a child is moving schools next year consider the school fees and potential uniform costs. – Do you have insurance? Personal or Business/Company – when were these reviewed last? #FinancialPlanningMonth #budget #goals #finances #money
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