PERSONAL PLANNING IS ABOUT BEING IN CONTROL OF YOUR MONEY

Everyone has different financial goals, income levels and debt commitments.  But it’s difficult to move forward and make progress until you have a clear idea about your current financial situation.  RIVAL Wealth will guide you through this process but here’s some helpful stuff you can do right now.

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Find out what type of spender your are

Before you begin to sort out your finances, you need to know your current reality. Take our quick quiz and know your spending habits. There are some handy tips to help you make any necessary tweaks. Add Cash management worksheet.

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How to set up your short, medium and long term financial goals

Make your goals SMART – Specific – Measurable – Achievable – Realistic and Timely. Click here to view some examples of financial goals, then complete your own goals using this worksheet.

There are proven methods that work to eliminate debt

While there are many options to reduce your debt, it’s about finding what works for you. We have many solutions so here’s just one example to consider.  It’s called the ‘Snowballing Method’, and here’s an example of how this works.

When plan A doesn’t work, you need to have a plan B…

The basic fundamentals are of getting ahead are spending less and reducing debt – but this is easier said than done as you never quite know what life is going to deliver. Having a plan is the best place to start and this is where RIVAL Wealth can help.

Because your circumstances change over time, we’ll keep you on track and offer a review so your always up to date.