Worksheet: Setting Financial Goals

May 5, 2021 - Less than a minute read

Posted by Claire Parker

Well-considered financial goals are key in helping you manage your personal finances.

We have developed this worksheet to help you clarify your thinking about what your money is for. This helps you in your day-to-day money management but also helps you think longer-term about what you would like to do with your wealth. For us, it’s about helping you use your wealth to add real, tangible value to your life.

Can we help?

For further information about how we can help you, it may be helpful to read about how we approach lifestyle financial planning or get in touch to arrange an exploratory discussion.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

Xentum Limited is authorised and regulated by the Financial Conduct Authority. Full details can be found at https://www.fca.org.uk under reference number 912036. Xentum Limited is registered in England, no. 5152313.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit https://www.financial-ombudsman.org.uk/.