What Should Your Financial Plan Really Look Like?

How should your financial plan be structured?  The graphic below shows an approach that I like to follow when working with clients (whether they are just starting out with very few assets, or quite established with significant assets).  Please note that this is not representative of a comprehensive financial plan, nor is it meant to represent your unique situation.  It’s simply a tool to help clients prioritize where to begin and how to deploy their assets most effectively.  And where exactly do we begin?  At the bottom:

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Welcome

You can get there from here.

Welcome. I know what you’re thinking:  “Just what the world needs…. another personal finance blog.  Next!”  You’re right.  The last thing the world needs right now is another blog devoted to personal finance. There is no shortage of personal financial information being shared these days.  But that’s exactly why I’m writing.  There is too much financial information.  My goal is to help you filter out some of the noise, and provide you with a basic understanding of timely and relevant personal finance topics and products: Continue reading