FINANCIAL PLANNING

Protecting Your Assets As You Age

Good Financial Planning

Helps Protect Your Assets As You Age


Financial Planning Is A Process - Not A Product 

According to the Financial Planning Association, financial planning is the long-term process of tracking and managing your finances in order to achieve your target goals, and at the same time overcoming the financial obstacles that, throughout your life, can threaten your plans.   

source  Financial Planning Association                                         www.FPAforFinancialPlanning.org

6 Critical Steps To Creating a Workable Financial Plan


1.    Identify your financial goals (short-term and long-term).


2.    Gather your data and information.


3.    Analyze & Evaluate Your Financial Status.


  1. 4.   Develop a (forward-thinking) financial plan.


5.    Follow your plan.


6.    Monitor your plan; make needed adjustments as you age.
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Financial Planning: Secure Your Retirement

This free guide from The Financial Planning Association offers suggestions from financial planners on how to take a big picture, financial planning approach to your retirement plan.

Use this AsYouAge quick link to read                         Financial Planning: Secure our Retirement


Use this AsYouAge quick link to find                             the FPA’s Retirement Worksheet

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