A Balanced Financial Plan

A Balanced Plan

Don't ignore any of the classic financial planning steps:

STEP 1 - PERSONAL PLANNING

STEP 2 - TAX PLANNING

STEP 3 - RISK MANAGEMENT

STEP 4 - INVESTMENT PLANNING

STEP 5 - RETIREMENT PLANNING

STEP 6 - ESTATE PLANNING

Take advantage of 401k plans with matching funds.programs. Ensure you have an up to date will and as your situation warrants investigate the use of revocable and irrevocable trusts. In summary, here are the key areas of any good financial plan:

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