Your Personal Financial Plan
 

 
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First Step to Personal Financial Success

Personal financial planning consists of three general activities:
  • Controlling your day-to-day finances to enable you to do the things that bring you satisfaction and enjoyment.
  • Choosing and following a course toward long-term financial goals such as buying a house, sending your kids to college, or retiring comfortably.
  • Building a financial safety net to prevent financial disasters caused by catastrophic illnesses or other personal tragedies.
 
 

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Second Step in Personal Financial Planning

The first step in personal financial planning is controlling your day-to-day financial affairs to enable you to do the things that bring you satisfaction and enjoyment. This is achieved by planning and following a budget, as discussed in the first article in this series.

The second step in personal financial planning, and the topic of this article, is choosing and following a course toward long-term financial goals. As with anything else in life, without financial goals and specific plans for meeting them, we drift along and leave our future to chance. A wise man once said: "most people don't plan to fail; they just fail to plan." The end result is the same: failure to reach financial independence.

 
 

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Third Step in Personal Financial Planning

The first two articles in this series discussed the first two steps in personal financial planning: controlling your day-to-day finances to enable you to do the things that bring you satisfaction and enjoyment; and choosing and following a course towards long-term financial goals.

The final article in this series discusses building a financial safety net to prevent financial disasters caused by catastrophic illness or other personal tragedies.

 
 

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