Financial wellbeing guide

Four steps to creating a financial wellbeing plan

We explore the foundations of Chris Budd's book The Four Cornerstones of Financial Wellbeing:

1. Understanding the sources of happiness that are true of everyone

2. Understand what makes you happy

3. Creating a clear path to those objectives you have just identified

4. Travelling along that path in the most effective and efficient way possible.

This guide will help you develop a financial well-being plan that will result in a better relationship with money. In this instance, “better” means money is one of your engines for happiness, rather than being the destination. This can then provide a solid foundation for your financial plan. There are four parts to this economic well-being plan, each of which will benefit from interaction with your financial planner.

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