June 17, 2013 Admin | June 17, 2013 A Financial Plan sounds rather technical. What is the basic purpose of this thing and why should you have one?
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The basic purpose of a financial plan is to be your blueprint as you build a financially successful life. You should have a financial plan, because it will guide you and hold you accountable for the financial decisions you make each and every year.
You got that right, Katherine. The financial plan is our blueprint as we move forward in our financial life. It contains our short and long-term goals as we prioritize where we spend our money and what direction we want to go. Start TODAY. You can hit on the Financial Plan tab on this site to see an example. Download and make your own. This does not have to be complicated. Start TODAY!