Description

One of the hallmarks of a successful financial plan is what we call a Roadmap. A Roadmap underpins your financial strategy, helping you identify the key goals you have in your life and the actions required to make them a reality. In today's episode, John and Nicola dive into the complexities of a roadmap and the transformative benefits it reaps when implemented correctly.

In today's episode, we discuss:

• What is a financial roadmap?
• The process of roadmapping our client's futures.
• How our clients thrive off a roadmap.
• The crucial impact of a roadmap on your long-term journey.
• How a roadmap transforms your life.
• Actions beyond a roadmap.
• Creating purpose and fulfilment.
• Roadmap reward system.
• Tips for starting your roadmapping journey.
• And more!

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More of Nicola:

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