1. Setting financial goals - both short and long-term goals
- Setting Up an Emergency Fund
- Automating as many savings as possible
- Create a diversified portfolio (with stock/bond allocations based on time horizon of goal)
- Utilize www.StartMyPlan.com for advise tailored to your situation
Download our complimentary Cash Flow Worksheet to assist in starting the process of organizing your finances and building a complete financial plan.
Additional Financial Planning Resources:
If you're not sure where to start, reach out to your Wealth Management team to create or review your estate plan, help set up new financial goals or to check in on your existing goals.
Not a Plancorp client? No problem.
Would you like assistance in determining where you can better organize your finances, especially if you're building your Financial Plan. Complete this simple 9-question Financial Analysis to get personalized guidance on areas to get organized.
Already have an advisor?
Whether you already have an advisor or may be evaluating options, this complimentary eBook will help you evaluate your current situation, consider what might be missing and share insight on what you should expect from your financial team. We also invite you to check out our blog posts on Questions to Ask Your Financial Advisor and How to Find a Financial Advisor That Works for You.
|Complimentary Worksheet Resources:
Net Worth WORKSHEET
Goal Planning WORKSHEET
Cash Flow WORKSHEET
Estate Planning MEMO
This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.