Financial Planning More than budgeting More than

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Financial Planning More than budgeting More than investing Financial planning is a thinking process that helps achieve goals. A blueprint or plan for managing all components of a persons money. Arranging to spend, save, and invest money to

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01
Financial Planning More than budgeting
More than investing
Financial planning is a thinking process that helps achieve goals.
A blueprint or plan for managing all components of a person’s money.
Arranging to spend, save, and invest money to live comfortably, have financial security, and achieve goals.<br>
02
Components of a Financial Plan Goals
Net Worth Statement
Budget
Insurance Plan
Savings Plan
Investment Plan<br>
03
Benefits of Having a Financial Plan You have more money and financial security.
You have money set aside to achieve your goals.
 You have less of a chance of 
going into debt you
cannot handle.<br>