Understanding Where You Are And Where You Actually Need To Be.


Where are you actually?

Be honest. It is what it is, right. But don’t make it worse than it is. And, the first step is the one to take. Because that is the hardest.

Is your pension what you think it is?

Is playing the stock market the answer when an index-linked fund beats it every time?

Are your assets providing an income?

What are your outgoings?

How can they be reduced?

How can you swap your expensive lifestyle for a more frugal one?

How do you define wealth?

If there are seven forms of wealth, how do you rank yourself out of 10?

  1. Physical wealth.
  2. Emotional wealth.
  3. The wealth of relationships.
  4. The wealth of time.
  5. The wealth of work/career/mission.
  6. Financial wealth.
  7. The wealth of contribution.

Good questions.

  1. What is financial security?
  2. What is financial independence?
  3. What is financial freedom?

What is your blueprint for where you would like to be?

Are you on the right path?

  1. Where do you want to be in one year?
  2. Where do you want to be in five years?
  3. Where do you want to be in 10 years?

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