Financial decluttering – Step 5 – A streamlined new start
In step 5 of our financial decluttering drive it’s time for the big reveal. Our volunteer, business coach Nicola Wilkes came to us with several folders packed with paperwork and a shaky grasp of what was in them. Here we'll see what she gets back, discuss her next steps and make sure her financial paperwork stays minimal and manageable.
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.
Receive the whole video series in your inbox click here.
Check out the other steps here on IFAMax:
Step 1 - How we’ll tackle your paperwork