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What is a
financial plan
and why do
you need one?
Af financial plan is a
           ll
personalized
comprehensive strategy
for accomplishing your
financial goals.
         ...
Investors with financial
plans have twice as
much in savings and
investments as
investors without
plans.
  l
The first step is to
             p
identify your current
financial position
fi     il     ii
including constructing
a net...
Short, medium, and
long term financial
goals must then be
made clear
       clear.
Identify variables
such as inflation, life
                   ,
expectancy, rates of
return, and
          d
spending leve...
If desired,
develop
dla
schedule for
funding an
education
savings
account.
Identify life, disability,
long-term care, and
l                    d
liability insurance
needs and purchase
policies with...
Align your estate
p
planning documents
        g
to transfer your
estate while
         hl
minimizing taxes.
             ...
Determine when you should
begin taking social security.
  g        g               y
Analyze the value of
     l   h    l    f
refinancing your
mortgage.
Identify an asset
                  allocation
  Cash
                  between stocks,
                            stocks...
Develop a method
for determining the
f dt        i i th
quality of your current
investments and evaluating
alternatives.
Write down an investment
policy statement defining
rules concerning what
and when to buy
and sell.
Construct a schedule and plan 
Construct a schedule and plan
to consistently monitor your 
financial circumstances.
Invest in your future by
developing a financial plan.
                        plan
Call 801-566-0740 today for
           ...
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What is a Financial Plan?

What is a financial plan and why do you need one?

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What is a Financial Plan?

  1. 1. What is a financial plan and why do you need one?
  2. 2. Af financial plan is a ll personalized comprehensive strategy for accomplishing your financial goals. goals
  3. 3. Investors with financial plans have twice as much in savings and investments as investors without plans. l
  4. 4. The first step is to p identify your current financial position fi il ii including constructing a net worth statement and budget.
  5. 5. Short, medium, and long term financial goals must then be made clear clear.
  6. 6. Identify variables such as inflation, life , expectancy, rates of return, and d spending levels levels.
  7. 7. If desired, develop dla schedule for funding an education savings account.
  8. 8. Identify life, disability, long-term care, and l d liability insurance needs and purchase policies without paying commissions. commissions
  9. 9. Align your estate p planning documents g to transfer your estate while hl minimizing taxes. taxes
  10. 10. Determine when you should begin taking social security. g g y
  11. 11. Analyze the value of l h l f refinancing your mortgage.
  12. 12. Identify an asset allocation Cash between stocks, stocks Stocks bonds, and cash Bonds that represents your risk ik tolerance.
  13. 13. Develop a method for determining the f dt i i th quality of your current investments and evaluating alternatives.
  14. 14. Write down an investment policy statement defining rules concerning what and when to buy and sell.
  15. 15. Construct a schedule and plan  Construct a schedule and plan to consistently monitor your  financial circumstances.
  16. 16. Invest in your future by developing a financial plan. plan Call 801-566-0740 today for y a free consultation.

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