Introduction to Create a Financial Action Plan--Keep It Simple
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Financial planning need not always be heavy on the math and charts. A certain amount of it can be quite simple, as we will see.
What you will learn
- What Is a Financial Action Plan and Why Does It Help to Have One?
- Steps Involved in Writing a Simple Financial Action Plan
- A Sample Financial Action Plan
- Getting Help to Write a Financial Action Plan
What do you know?
Introduction to Create a Financial Action Plan--Keep It Simple
When you think of doing financial planning, do you picture yourself in an office, with a professional planner on the other side of the table, and hashing out a complicated set of documents with a lot of big numbers and goals that are hard to imagine you could ever achieve? In truth, financial planning often does involve professionals, and it often does lead to a set of documents with big numbers and a list of goals.
But it need not be this involved. It can also be quite simple, as we will see.