Turn priorities into financial goals.
Goals need an amount, a time horizon and a priority. The planning process connects those goals to the resources and decisions needed to pursue them.
LEARN FINANCIAL PLANNING
Learn financial planning. Understand the process.
Financial planning brings your cash flow, risks, goals, investments and long-term priorities into one connected process. Here is what that process involves.
START WITH YOUR CURRENT POSITION
Know where you are.
Financial planning begins with understanding income, expenses, assets, liabilities, investments, insurance and net worth. Without a clear starting point, later decisions are difficult to evaluate.
Work with your own numbers
The focus is practical application rather than learning financial concepts in isolation.
PROTECT THE PLAN
Think about financial risk.
Illness, loss of income, major liabilities and other events can affect a financial plan. Risk management examines what could go wrong and what resources or protection are available.
Give each investment a job.
Investment planning connects money to goals, time horizons and risk. Asset allocation then considers how different assets work together in the portfolio.
Connect the pieces
Financial decisions make more sense when considered as part of one connected financial plan.
BRING IT TOGETHER
Build and implement the plan.
Retirement, tax, estate planning and major financial decisions need to be considered alongside the rest of the plan. The final step is turning the analysis into actions.
The Financial Planning Course takes you through this process over 9 live sessions using your own numbers.
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Review and implement
The plan should lead to actions and be reviewed when your circumstances change.
READY TO LEARN?
Understand the process.
Build your financial plan.
Explore the Financial Planning Course takes the concepts above and works through them with your own numbers in live coaching.