Last Updated: Mar 29, 2024

What is a financial plan?

It's simply your list of short- and long-term goals that are important to you, with an outline of how you're going to use your money to achieve those goals.

A financial plan can help you to:

  • Save money you need to realize your goals
  • Protect what is most important to you
  • Plan for retirement
  • Leave something for your family
  • Manage your taxes

Where to start?

You may have avoided thinking about your finances until now. But, you're already doing some basic planning if you...

  • Set financial priorities each month.
  • Pay your bills, work to lower your debt, and have a few dollars left each month.

The key is to balance your day-to-day activities with a longer-term financial plan that works toward your future goals and dreams. It's never too late or too early to start your plan

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