Financial decluttering – Step 2 – Show us what you’ve got
In Step 2 of our series on financial decluttering, we’ll look at the most fun part of the process. It’s the part where you hand over everything you’ve got and we go away and make sense of it. It might be in folders, envelopes or a carrier bag. This is where clarity begins, so bring us what you have.
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