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Financial Planning Process: 5 Simple Steps Step One: Know Where You Stand. The first step to creating your financial plan is to understand your current financial situation. ... Step Two: Set Your Goals. ... Step Three: Plan for the Future. ... Step Four: Managing Money. ... Step Five: Review Your Plan.
Documents Needed For Financial Planning Income Tax Returns (prior 2 years) Insurance/Annuity Contracts, Statements and In-force Illustrations. Financial Plan(s) and Analysis. Most Recent Payroll Stub. Company Benefit Statements/Booklets. Current Financial Statements. Wills/Trusts. Business Documents.
A good financial plan contains seven key components: Budgeting and taxes. Managing liquidity, or ready access to cash. Financing large purchases. Managing your risk. Investing your money. Planning for retirement and the transfer of your wealth. Communication and record keeping.
You can even break it down into 8 easy steps, like this: Step 1: Review your current situation. ... Step 2: Set short-term and long-term goals. ... Step 3: Create a plan for your debts. ... Step 4: Establish your emergency fund. ... Step 5: Start estate planning. ... Step 6: Begin investing in your future. ... Step 7: Get protected.
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