Creating a Financial Plan

Top 10 Components of a Financial Plan - John Rampton


1. Goal identification

2. Net worth statement

3. Become aware of income and expenses, aka your budget

4. Acceptable risk

5. Make sure emergencies don’t become disasters

6. Purchase the right type of insurance

7. Tackle high-interest debt

8. Invest to build your savings

9. Plan for retirement (and taxes)

10. Create an estate plan




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