Tag Archive for: Financial Plan

What to consider when doing your financial plan.

We all have goals, whether we realize it or not. It may be just to get through the day or it may be to make a million bucks. But we all have them. If you are smart you will write them down. According to the 3% who actually do that, they will make 10 time more than those who do not. 

Just like goals, there are elements that make up a proper financial plan. Here they are in layman’s terms.

1) Making Money

2) Keeping your Money

3) Spreading the wealth

Here are some idea’s to help you develop a good financial plan. Once this is done see your financial planner (like my friend Steve Cox) for proper implementation. 

1) Have a clear concise written goal. Know how much you would like to accumulate, how much you need to … Read more