Start planning for the new year

Many people take the beginning of the New Year as a cue to set some goals for the next 12 months. After you have had a break from work and celebrated Christmas your head should be nice and clear and ready to start planning. It’s a great time as we generally get a better perspective of our lives and what’s important to us. Set aside one hour and write down a one page plan (or list of goals). I like to divide the page into 4 sections and use the following headings: Personal (e.g. your fitness, weight, work/life balance, etc.), Family (e.g. holidays, ‘date night’ with partner, etc.), Financial (e.g. income, net worth, etc.) and Business/Career. Under each heading, set some goals relating to this heading. This should aid in balancing out financial and non-financial goals. More soon...
New Year Financial Planning Checklist