By Sam Henderson

Financial Planning DIY Guide is the perfect place to start for anyone who wants to take control of their finances – but doesn’t know quite where to start.  With this as a springboard, a reader could find inspiration and ideas for making money, from the stock market to estate planning. 

Plus, its author’s attitude is definitely reader-friendly.  Henderson isn’t a fan of over-stringent cost-cutting or sacrificing everything for work: “One of the biggest issues in people’s lives is balancing lifestyle decisions with financial decisions.  Human nature dictates that we want to earn the most income for the minimum effort, while retiring comfortably.”

The book includes a ‘One-page financial plan’, which helps readers to use the same process as financial professionals, but in a simpler way. By pulling together all the financial data that is available and creating graphs and tables, anyone can go from ‘head in the sand’ to financial awareness in just a few easy steps.

There is also a simple budget planner you can easily reproduce in Excel, and a personal risk profile questionnaire. 

Published: Jan 11