Suze Says… “I think it’s imperative for you to do as much of the work as possible, rather than turning control over to someone else: your finances.” Ms. Orman and I agree on this. Ultimately everyone is responsible for their own financial future. What is a financial plan? A financial plan is a written personal roadmap to your financial goals. It covers virtually all areas of your finances: it is both an organized snapshot of where you are, and a plan to where you want to be. A financial plan will cover all areas such as retirement, college education planning, investing, and over 50 other areas How to Begin Begin by getting your financial plan using financial planning software. You can now use internet based financial planning software like eFinPLAN to help you write a financial plan. For more information about eFinPLAN see the right column. How to Implement your plan After you’ve written your financial plan, you are now ready to begin putting it into action - following your plan to financial goal achievement. Your financial plan will… • Help you make financial decisions • Help you organize your financial affairs • Help you be financially smart, because you will learn much during planning process • Help you use trusted advisors when you need them Get Started Now Financial planners charge thousands to build you a plan. Build your own covering over 50 areas with our online software: Start Now (purchase), Learn More |