The Six Areas of Financial Planning
Your Master Plan
Financial Independence
Goal Setting
The Financial Pyramid
Credit Cards
Do It Yourself?

your master plan: steps in financial planning

1. Gather Facts

2. Develop meaningful goals and objectives for the short term and the long term. Create a family mission statement. Know your family values.

3. Work from where you are now and design a plan for the future.

Use the team approach:
• You • Financial Planner • Attorney • Insurance Agent • Accountant • Tax Preparer • Trust Officer • Investment Advisor • Stock Broker

5. Implement the plan and take care of the details.

6. Periodically review and update the plan. Create a Statement of Financial Position annually. Make note of your progress. Are you growing your net worth?