Create Your Own Financial Plan (Template Provided)
Finally, understand your financial picture!
What are your financial goals? Are you on track to get there?
What does your net worth look like?
Are you earning, saving, and investing enough to be able to retire? What about retire early or take a sabbatical?
Could you already be living a prosperous life full of travel, treating friends, and contributing to social or environmental causes?
Answer all these questions and more with this option.
Save hundreds of dollars compared to hiring a financial advisor to build a financial plan for you. Or, at least, give them a head start on the process, still saving you hundreds of dollars. What a deal!
You’ll get a template and a video walking you through how to create your own personalized financial plan. The template is a spreadsheet file — open it in Google Drive or Excel. Then, follow along the steps provided in the video linked in the file.
Finally, understand your financial picture!
What are your financial goals? Are you on track to get there?
What does your net worth look like?
Are you earning, saving, and investing enough to be able to retire? What about retire early or take a sabbatical?
Could you already be living a prosperous life full of travel, treating friends, and contributing to social or environmental causes?
Answer all these questions and more with this option.
Save hundreds of dollars compared to hiring a financial advisor to build a financial plan for you. Or, at least, give them a head start on the process, still saving you hundreds of dollars. What a deal!
You’ll get a template and a video walking you through how to create your own personalized financial plan. The template is a spreadsheet file — open it in Google Drive or Excel. Then, follow along the steps provided in the video linked in the file.
Finally, understand your financial picture!
What are your financial goals? Are you on track to get there?
What does your net worth look like?
Are you earning, saving, and investing enough to be able to retire? What about retire early or take a sabbatical?
Could you already be living a prosperous life full of travel, treating friends, and contributing to social or environmental causes?
Answer all these questions and more with this option.
Save hundreds of dollars compared to hiring a financial advisor to build a financial plan for you. Or, at least, give them a head start on the process, still saving you hundreds of dollars. What a deal!
You’ll get a template and a video walking you through how to create your own personalized financial plan. The template is a spreadsheet file — open it in Google Drive or Excel. Then, follow along the steps provided in the video linked in the file.