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Assessing Your Financial Plan

Taking stock of your current position is where any financial plan must begin.

Setting Goals – Outline what you’re looking to accomplish. This is often specific, such as investing for retirement or funding a child’s education. It can be more general too, possibly looking to understand how much home you can afford or simply begin to learn what makes up a strong financial plan.

Determining Net Worth – Assets measured against liabilities. This serves to chart forward progress while also addressing issues as they may arise.

Developing a Budget – Understand regular cash in and outflows. This assists in developing appropriate saving rates and debt reduction efforts.

Reviewing Employer Benefits & Retirement Plans – Benefit packages are never perfect. A thorough review will help identify deficiencies, as well as, how best to address these short-comings.

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