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13/04/23Financial wellbeing: 4 steps to creating a financial wellbeing plan

While growing wealth is often an important part of a financial plan, understanding how you can use your money to reach goals and improve your wellbeing is crucial. It could help you get the most out of your wealth and lead to a more fulfilling life.

This guide offers practical steps that could help you improve your relationship with money by understanding how it’s related to happiness. It covers four essential steps to creating a financial wellbeing plan that’s tailored to you:

  1. Understanding the sources of happiness that are true for everyone
  2. Understanding what makes you happy
  3. Creating a clear path to your objectives
  4. Travelling along that path in the most effective and efficient way possible.

Download your copy of ‘Financial wellbeing: 4 steps to creating a financial wellbeing plan’ now to find out what you could do to boost your long-term wellbeing.

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Robert Terry t/a High Edge Financial Planning is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Robert Terry is entered on the Financial Services register (www.fca.org.uk/register) under reference number 504561.

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Consumers can find more information here: www.moneyadviceservice.org.uk

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