001 Financial Planning
Maven Money Personal Finance Podcast
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Building a Financial Plan for Yourself
Planning is bringing the future into the present so you can do something about it. You need to forecast the future, see where you're heading, come back to the present and make some adjustments. There's certain steps that are are important when building a financial plan for yourself or when we build plans for our clients. And i gong to share with you the steps now. The step number one is, what do you want to do? It's that simple. What do you want in the short term, the medium term, the long term, or the very long term? So again, it's at h income, expenses, assets, liabilities. We want to know what you have
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