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Financial Planning
Planning and meeting your life goals!

Financial Planning: Meeting Your Life Goals!
Meeting your life goals through proper financial management!

Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, getting the car of your dreams, traveling, saving for your child’s education, and planning for retirement or estate planning. The financial planning process consists taking a look at the “big picture” to see where you are financially, determine where you want to go and then develop a strategy on how to get there. This article provides you helpful advice and tips to plan your future.

Financial Planning Links
360 Degrees of Financial Literacy
From the American Institute of Certified Public Accountants
The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances. It provides information for all life stages including: Childhood, College, Career, Military & Reserves, Couples & Marriage, Parenthood, Home Ownership, Entrepreneurs, Life Crisis, Sandwich Generation and Retirement.
Fundamentals of Financial Planning
From Florida State University
The "Fundamentals of Financial Planning" Web site was developed for those people who recognize that they have a need to conduct insurance, investments, income tax, retirement and estate planning at a level beyond their current activities. The site was developed by Florida State University based on their expertise with their "Certificate in Financial Planning" that they deliver to professional financial planners.
Managing My Money
From the Community Action Partnership & National Endowment for Financial Education

This site provides personal financial planning tips and information and provides concrete advice on how to manage money so money doesn't manage you. It was created through a collaboration of the Community Action Partnership™ and the National Endowment for Financial Education® (NEFE®), the site can be used both by individuals who want to create a better life for themselves.
Financial Planning Toolkit
From CCH
The CCH Financial Planning Toolkit is organized to help guide individuals through decisions that make sense at various life stages. It provides more than 1,200 files, forms and tools, on key topics including:
Goal Setting, Investing, Insurance & Risk Management, Retirement Planning, Estate Planning and Tax Planning. This site is dedicated to your financial future and is brought to you by a team of finance and business professionals with decades of experience.
MSN Money - Planning
From MSN Money
This site from MSN provides advice and articles on saving money, reduce debt, and take control of your finances as well as planning retirement, buying insurance and planning for the unexpected, and planning for college for you or your children.


Inspiration for You

"Don't fear failure so much that you refuse to try new things. The saddest summary of a life contains three descriptions: could have, might have and should have."

- Louis Boone

Dream what you want to dream; go where you want to go; be what you want to be, because you have only one life and one chance to do all the things you want to do.

- Author Unknown

The man who reaches the top is the one who is not content with doing just what is required of him. He does more. Every man should make up his mind that if he expects to succeed, he must give the honest return for the other man's dollar.

- Harriman

 

 



 


 

 
 
A unit of the Career Success Group - The Diversa Group Family