FINANCIAL DEVELOPMENT PLAN
Do you have a plan to save a portion
what you earn? What are your financial and economic goals? Do
you have retirement plan? A will?
Do you have enough funds set aside
for emergencies and/or if you lose your job? Are you secure financially?
Do you have a financial portfolio? Do you have a financial advisor:
accountant, financial planner, stockbroker, etc.?
Do you spend more than you make?
Do you have enough or too much? Over
1 million Americans file bankruptcy each year; will this happen
What are your financial goals: a house,
a car, furniture, assets, vacations???
What age would you like to retire?
What type of lifestyle will you have? Over 80% of Americans are
still dependent upon social security when they retire; will you
Will and/or Trust
Have you made final plans for when
you die for your loved ones and/or those dependent upon you? Have
you made provisions for your favorite charities? Have you made
all final arrangements for burial, letters/video messages to your
most loved ones, etc.?