Financial guides for the employed, self-employed, and small business


During this unprecedented time – we have two guides available provided by CISI to help you think about your finances.

The first highlights the important factors that our community of leading Certified Financial Planner™ professionals think you should look at during this uncertain and challenging time, including your personal budgeting.

Financial guide for the employed

The second guide is if you are self-employed or running a small business. Running a business is likely very stressful right now; even more stressful than ever before perhaps. All of the points in this business guide are very relevant for you as business owners and steps that our Certified Financial Planner™ professionals recommend. We know that you can do many things to help yourself at this time and we hope that reading this guide below will be one of them.

Financial guide for the self-employed and small businesses