| Financial Planning Presentation |
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Whether you’re a do-it yourself investor or a money neophyte, you need financial planning. It’s the fundamental road map necessary for meeting your financial and lifestyle goals. These presentation slides describe comprehensively key steps to develop a sound financial planning.
Financial Planning Presentation Slides Outline : Financial Planning Steps Step 1: Determine Where You Are Financially Step 2: Set Your Financial Goals Step 3: Develop A Plan Step 4: Monitor Your Progress Some Lessons in the Slides: Setting Your Financial Goals What investment rates can you reasonably expect? What about the rate of inflation? How much involvement do you wish to have in managing your investments? Short Term Goals : Pay off credit card and consumer debt Start savings plan Set aside cash for a contingency fund equaling 3 months' expenses Acquire additional term life insurance Acquire individual disability insurance
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