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Introduction to Financial Planning

Should You Plan?

As you can see from the list of goals, it does help to undertake some planning, since many goals may conflict with each other.

What should be clear is that financial planning is not just for the extremely wealthy members of our society. In fact, to best help your family, you may need planning even more, since you may have less disposable income with which to make mistakes. Whatever your income level, you ought to consider drafting some financial plan.

Many financial plans are not difficult. In fact, one of the purposes of this website is to help you create a financial plan, either that can serve as your guide for the future, or that you might utilize as a starting point with a financial planner. We are not advocating either method, but we will, later in this site, analyze whether you need a financial planner.

Many financial planning techniques are sophisticated, but surprisingly, many are not. Thus, you will not have to attend summer school, or have a new college degree to create your financial plan, or to at least start thinking about the outline of such a plan.

Introduction to Financial Planning
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