1. Do you have a clear vision of what your ideal financial wellness looks like? 1. Do you have a clear vision of what your ideal financial wellness looks like? Yes No

Well done you! Having a clear idea of your financial wellness vision is an absolute essential to creating the financial wellness vision you desire.

That’s ok, it's a simple thing to remedy. Simply imagine what your ideal day would look like with your ideal financial wellness level in place. Feel into this vision with all 5 senses to give you a clear view as to what this looks like and allow your whole body to imagine this is already a reality. Having this clarity is key to identifying the steps needed to make this a reality for you. It all starts with the end in mind.

2. Are your expenses less than your income? 2. Are your expenses less than your income? Yes No

That is fantastic and a key step to building your financial wellness. The bigger the gap you can create between your income and expenses will allow you to save and invest more which allows you to increase your financial wellness level.

It is a very common place to find yourself, so that’s ok. Your starting point is to understand the importance of creating a gap between your income and expenses. It is from this gap that you can start to save and invest from as little as £25 per month.

3. Are you and your loved ones sufficiently protected? 3. Are you and your loved ones sufficiently protected? Yes No

Super, well done for getting the protection you require in place.

I highly recommend speaking with a protection specialist to ensure that you and your loved ones are suitably protected. It often costs a lot less than you might think, so make that call and get your appointment booked in.

4. Do you have a healthy relationship with debt? 4. Do you have a healthy relationship with debt? Yes No

Well done you, having a healthy relationship with debt is immensely important and understanding that good debt is a great thing to have in your life.

Regardless of your history with debt, it is always possible with the right supports to create a great relationship with debt. Clearing any bad debt you currently have is a great way to start this transition and this can be done one baby step at a time.

5. Have you sufficiently provided for your retirement needs? 5. Have you sufficiently provided for your retirement needs? Yes No

Well done you, you are in the small minority of people who have their retirement adequately provided for.

More often than not, the first challenge people have is first to figure out, how much is enough for their retirement. With a small bit of focus and work, you can figure this out also.

6. Do you have a healthy relationship with money? 6. Do you have a healthy relationship with money? Yes No

What a fabulous position to be in, well done you. What can you do now to take that relationship to the next level for you and level-up your financial wellness?

Creating a healthy relationship with money takes time. It starts with a desire to want a better relationship with money and then baby step by baby step putting more and more pieces in place to cultivate that healthy relationship. Your next step might be starting to track your money better or reading a book that inspires and educates you about money.

7. Choose a number to rate your financial state. 7. Choose a number to rate your financial state. 1 2 3 4 5 6 7 8 9 10

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