7 THINGS YOUR FINANCIAL PLAN SHOULD INCLUDE
1. Financial Health
May include details such as your net worth, your budget, and cash flow.
2. Risk
Hidden obstacle that can hinder you from achieving your goals.
3. Investment
Knowledge and topics such as portfolio performance, risk, reward, and correlation.
4. Retirement
Determine how much savings you need for retirement.
5. Taxes
Financial planner to reduce your tax burden.
6. Estate Planing
Planning to manage one's inheritance as well as one's heirs.
7. Education Plan
Start planning your children's future education.
