One of the hallmarks of a successful financial plan is what we call a Roadmap. A Roadmap underpins your financial strategy, helping you identify the key goals you have in your life and the actions required to make them a reality. In today's episode, John and Nicola dive into the complexities of a roadmap and the transformative benefits it reaps when implemented correctly.
In today's episode, we discuss:
What is a financial roadmap?
The process of roadmapping our client's futures.
How our clients thrive off a roadmap.
The crucial impact of a roadmap on your long-term journey.
How a roadmap transforms your life.
Actions beyond a roadmap.
Creating purpose and fulfilment.
Roadmap reward system.
Tips for starting your roadmapping journey.
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