• Kelly Chard

Isolation? Make good use of today

Self-isolating? ✅

Conference or holiday cancelled?

Stay home ✅ and spend time proactively working on your financial position.

Here are some ideas to get started.

PERSONAL

🎯 Get your 2020 YTD tax docs organised (or 2019!)

🎯 Action the estate planning you have been putting off

🎯 Review and compare the rates on your mortgages

🎯 Check your insurance cover & email your broker

🎯 Review your cash inflows and outflows for the last four weeks


BUSINESS

🎯 Email or Zoom your accountant and ask "what is the one thing I can do right now to improve my business?"

🎯 Review your commitments, e.g. do you need all those online subscriptions that add up each month?

🎯 Project your cash flow over the coming months, if you don't know how again ask your accountant

🎯 Contact your customers and team and ask for feedback

🎯 Refresh your business plan, including risks and opportunities for the year ahead.

Finally, BE CREATIVE - what is that one finance or business task you never get time to action.


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