The Blind Leading the Blind
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The Finwell List - 10 routines for success.
The Finwell List – 10 routines for success that we encourage you to put in place to handle your financial situation better. After helping over 7500 people with their financial plans, we found the common areas of trouble, and created tips and tricks to specifically help you handle these areas.
With the Finwell List in place, you can look forward to a better, brighter future where you are more in control of the journey towards your financial and life goals.
Take the benchmark Finwell Score now, and see how you compare on the 10 successful routines. Click here to take the score
After over 20 years operating in the financial service industry, we have realised that ROUTINE is one of the MOST IMPORTANT things you can do to be financially well.
The likelihood is that, without routines, one is much less likely to achieve their goals. Unfortunately, our education system does not equip us with that essential truth from an early age.
Therefore, it is with great pleasure that we share some key routines with you now to help you succeed,
We know that the power of these routines can ensure that you have your best foot forward and are able to create a strong foundation that you can grow from.
These tips are designed to give you the key routines required to take control of your financial future, now and forever.
From working with over 7,500 families for the past 10 years, we know that this information works.
We look forward to sharing the key learnings with you.
Email us at firstname.lastname@example.org for your own editable PDF of this list. Or download a copy
Download a copy of our free E-book here
#0 – An introduction to the list
#1 – Set and reaffirm a realistic goal due by a deadline
#2 – Create and review your budget
#3 – Manage your financial obligations
#4 – Set an investing obligation
#5 – Create and update your chart of wealth
#6 – Cap Discretionary Expenses
#7 – Agree spending rules
#8 – Strive to be exceptional
#9 – Set a weekly health target
#10 – Stop Needless Activities