Chapter 1
Taking the first steps
Insanity: doing the same thing over and over again and expecting different results.
Albert Einstein, physicist
By the end of this chapter you will have a thorough understanding of the financial planning process and have completed a questionnaire that will clearly outline your current financial situation. You will have assessed your financial health, worked out your personal budget, set your goals and be well on your way to completing some of the most important elements of your one-page financial plan. This is an important chapter in the book and an important chapter for setting the scene and setting sail for a sound financial future.
Your financial planning process
The financial planning process is a journey ...
