How to Create a Financial and
Life Plan – That Work!
Andrea Travillian, MBA
http://www.takeasmartstep.com
@smartstep
Join ...
Without a Plan
Reaching Your
Goals will be Like
Playing Darts in the
Dark
Tweet This!
www.takeasmartstep.com/darts
Life Plan
This is your Why!
Without a Why it is hard to stick to any plan.
• Values
• Vision Statement
• Mission Statement...
Financial Plan
How you will achieve the financial
components of your life plan.
• Select a Goal From Life Plan
• How much ...
Integrate into Daily Life
Planning is great, but only helps if
you take action.
• Break goal down into small
actionable st...
Examples
Non-Financial Goal
Value: Health
Goal: Lose 20 pounds
Create a 500 Calorie Deficit Daily

1. Exercise – 250 calor...
Stay on Target
• Evaluate your progress quarterly
• Redo full plan once a year

Join the chat: #Finmoneylife
Questions?
www.takeasmartstep.com
@smartstep
#Finmoneylife
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Andrea Travillian

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Andrea Travillian

  1. 1. How to Create a Financial and Life Plan – That Work! Andrea Travillian, MBA http://www.takeasmartstep.com @smartstep Join the chat: #Finmoneylife
  2. 2. Without a Plan Reaching Your Goals will be Like Playing Darts in the Dark Tweet This! www.takeasmartstep.com/darts
  3. 3. Life Plan This is your Why! Without a Why it is hard to stick to any plan. • Values • Vision Statement • Mission Statement – Health is my number one focus. After achieving health I am able to create a happy home, a successful business, wealth and be able to help others. • Goals Join the chat: #Finmoneylife
  4. 4. Financial Plan How you will achieve the financial components of your life plan. • Select a Goal From Life Plan • How much money to achieve this goal • How much to save each month to achieve this goal Join the chat: #Finmoneylife
  5. 5. Integrate into Daily Life Planning is great, but only helps if you take action. • Break goal down into small actionable steps • Transfer items to calendar or Todo list • For financial goals, add them to your budget Join the chat: #Finmoneylife
  6. 6. Examples Non-Financial Goal Value: Health Goal: Lose 20 pounds Create a 500 Calorie Deficit Daily 1. Exercise – 250 calories – Select workout – Schedule workout 2. Eat 250 less calories – Determine your resting calorie burn – Select food tracker – Create menu Join the chat: #Finmoneylife Financial Goal Value: Independence Goal: Net Worth $1 Million “Save” $1,000 a month 1. Increase Investments – Select IRA investment – Open up account – Set up transfer to IRA 2. Decrease Debt – Pay $600 extra each month to debt
  7. 7. Stay on Target • Evaluate your progress quarterly • Redo full plan once a year Join the chat: #Finmoneylife
  8. 8. Questions? www.takeasmartstep.com @smartstep #Finmoneylife
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