It’s never too early or too late to plan for the future.
Preparing for your financial future begins with you identifying and prioritizing your needs and dreams, and maybe even acknowledging your fears for the future. This information combined with a review of your financial position will provide a solid base from which to explore financial strategies.
By mapping out and preparing for your financial future, you can spend less time worrying about uncertainty and instead start working toward your dreams.
Mapping your financial future with these key steps:
- Review your financial position
- Set financial goals
- Develop a plan
- Act on the plan
- Review and update the plan on a regular basis
Use this downloadable workbook to help keep your financial fitness in shape. Keeping your family and financial information, survivor, college funding and retirement needs, health risks factors, existing insurance, and cash and income needs organized may help you see the bigger picture and in creating a financial plan that’s just for you.