Category Archives: Financial Goals

Income is liquid fuel to a financial plan. A Cash Flow Table helps guide the Personal Financial Statement in the right direction. The end of the month is pay day for many. This is an exciting time because you’ve earned the opportunity to either invest towards the financial plan, or realize benefits today. In reality,Continue reading “Pay Day”

The first step to creating your financial plan is to create a Personal Financial Statement (PFS) No, this is not a spiritual mission statement – I promise you it’s a real tool you can see and touch. The PFS is simply a current allocation of your assets and liabilities; it looks just like a balanceContinue reading “Starting a Financial Plan”