Building Your Own Financial Plan

1. Components of a Good Plan
2. Setting the Right Goals
3. Building the Road map
4. Budgeting for Success
5. Budgeting for Breaks/Vacation
6. Using The Financial Calculators
7. Assets vs. Liabilities
8. Getting out of Debt.
9. The Importance of Net Worth
10. Keeping Things "Realistic"
Advanced Financial Planning:

1. "Risk vs Return"
2. Managing Life Phases
3. Asset Preservation
4. Trusts and Wills
5. Qualified vs. Non-Qualified
6. Estate Preservation
7. Tax Strategies
8. Accountants and Attorneys.
9. Avoiding Fraud
10. Controlling Your Money.
Build a Great Financial Plan!
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