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.

4. 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?

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