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Develop Your Personalized Financial Plan!

Steps to Build Plan
  Step 1 - Set goals
  Step 2 - Gather data
  Step 3 - Determine net worth
  Step 4 - Create/update your budget
  Step 5 - Define the cost of goals
  Step 6 - Assess your financial situation
  Step 7 - Develop the plan
  Step 8 - Take action
  Step 9 - Get help
Tools
  Net Worth Calculator (CNN Money)
  Net Worth Calculator (Excel)
  Average Net Worth Calculator
  Cost of Spending Calculator (RBC Centura)
  Savings Calculator (Newlywedfinances)
Forms
  Goal Worksheet (Html)
  Goal Worksheet (Excel)
  Net Worth Worksheet
Get help if you need it

If you are having trouble developing your financial plan, then it is imperative that you get help. First, reread the previous sections again and check out the frequently asked questions section to see if the answer is there. Second, search the Internet to see if you can find the answers that you need. Third, consider talking to a professional who is willing to help you. Just keep in mind that most firms that offer financial plans charge $500 or more for a paper copy focused primarily on investments, and they rarely follow up to see how you are doing on your plan.

Finally, feel free to contact us and we will do our best to help you answer your financial planning questions. Once we launch our on-line services, you will be able to enter, save and revise information about your personal situation, and our software will help you define your goals, assess your situation, develop individual savings plans as part of a totally integrated financial plan, and will even outline an action plan with specific recommendations. You will also be able to speak with our experts to answer your questions and get assistance with your plan.

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