Summary of Principles of Financial Planning

If the description of financial planning that is presented here appeals to you, you may be ready to sit down with a professional and make a real financial plan. People who have thought seriously about their long-term plans for their wealth are in a good position to take the next step: to make a full plan that can guide their lives for years and years to come. If you are not in this position, there are less-comprehensive means of making a financial plan, such as the many off-the-shelf software products that are available to consumers.

Whether or not you are ready for a fully involved plan, here are some resources that can start you on the path.