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Financial Plan
1.
What is a financial
plan and why do you need one?
2.
A financial plan
is a personalized comprehensive strategy for accomplishing your financial goals.
3.
Investors with financial plans
have twice as much in savings and investments as investors without plans.
4.
The first step
is to identify your current financial position including constructing a net worth statement and budget.
5.
Short, medium, and long
term financial goals must then be made clear.
6.
Identify variables such as inflation,
life expectancy, rates of return, and spending levels.
7.
If desired, develo p a
schedule for funding an education savings account.
8.
Identify life, disability, long- term
care, and liability insurance needs and purchase policies without paying commissions.
9.
Align your estate planning documents
to transfer your estate while minimizing taxes.
10.
Determine when you
should begin taking social security.
11.
Analyze the value
of refinancing your mortgage.
12.
Identify an asset
allocation Cash between Stocks stocks, bonds, a Bonds nd cash that represents your risk tolerance.
13.
Develop a method for
determining the quality of your current investments and evaluating alternatives.
14.
Write down an
investment policy statement defining rules concerning what and when to buy and sell.
15.
Construct a schedule
and plan to consistently monitor your financial circumstances.
16.
Invest in your
future by developing a financial plan. Call 801-566-0740 today for a free consultation.
Download now