Financial decluttering – Step 1 – How we’ll tackle your paperwork
Make sense of your money, reclaim cupboard space and put your mind at ease.
In this, the first episode, we explain our decluttering process and meet our volunteer for financial clarity, business coach Nicola Wilkes. Nicola’s paperwork is getting out of hand, so we’re going to assess it, trim it and make sense of it for her.
If you are an existing client we may have worked on decluttering your finances before. All existing clients can take up this service at any point in time.
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Check out the other steps here on IFAMax:
Step 1 - How we’ll tackle your paperwork