Financial Planning
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Financial Planning
- 2. You can download this presentation at: www. L earning P resentation.com Visit www. L earningPresentation.com for more presentations on personal finance and investing
- 3. Step 1: Determine Where You Are Financially Step 2: Set Goals Step 3: Develop A Plan Step 4: Monitor Your Progress Financial Planning STEPS
- 5. Calculating Your Net Worth Net worth = what’s left after you subtract your liabilities from your assets
- 13. Flexibility You need a plan that's flexible enough to change with your circumstances throughout the major and minor life events you experience.
- 14. Liquidity Most financial advisors recommend that you have funds available that are equivalent to 3 to 6 months of your expenses. Appropriate locations for these funds are checking, savings, and money market accounts.
- 15. Minimization of Taxes Minimizing taxes must serve as a means to meet your objectives; it isn't an end in itself. An effective plan will minimize both income taxes and estate taxes.
- 18. Source : Ernst & Young’s Personal Financial Planning Guide