Build Your Own Financial Plan

I used to be as soon as informed that “Plan beats no plan.”

With regards to monetary planning, that couldn’t be extra true.

78% of Individuals have lower than $50,000 put aside for retirement. Solely 14% of Individuals have $100,000 put aside for retirement. (Yahoo)

My mission – assist 100 folks create their monetary plan in 2023. By 2025 my purpose is to have helped 10,000 folks.

The issue – most individuals don’t have entry to monetary planning merchandise.

So, I constructed this useful resource for you.

It’s deliberately constructed to be low-tech to be accessible to anybody.

Included on this FREE class is:

• A spreadsheet designed that will help you work out:
  • a month-to-month budgeting device
  • a funds forecasting device that means that you can check numerous eventualities, equivalent to new jobs or shopping for a dearer home
  • a Private Financial Assertion that can make it easier to perceive and monitor your web price
  • the precise quantity of emergency fund that you need to have and the place you stand in comparison with that quantity
  • the precise quantity of life insurance coverage you need to have; based mostly on an industry-standard
  • how a lot cash you might have that might be invested as we speak
  • lastly, make it easier to calculate how a lot cash you have to in retirement

Anyway, I actually hope you’ll take pleasure in this course.

The peace of thoughts that comes from taking management of your funds is life-changing. I feel you’ll agree.