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1-Page Money Plan
The One-Page Financial Plan: and 1-Page Marketing Plan books both gave me this idea. When not have somewhere to write your goals and dreams down when it comes to money. This is my take on where to write those.
Use this printable or digital 1 page plan to write out your next step in each category.
Digital version available here for your editing.
Money Plan Digital Option
Income
How you are going to increase your income?
Write in your answer here.
Shield
How you are going to protect your money/income including using insurance and a spending plan?
Health
How you are going to protect your health so you can continue to earn money?
Roadmap
Where you are at on your personal finance roadmap? Is there anything you need to study and learn?
Save
What you are going to do to save more money? What are you saving for (Emergency fund, home...)
Invest
How you are going to invest for retirement (401k match, ROTH-IRA....)?
Give
How/what are you going to give to your faith in money, time and talents as well to others and charity?
Backup Plan
How you plan to overcome common setbacks like job loss.?
Mentors & Tools
Who you will get your money education, advice and what tools you will use to stay on top of finances?
Definitions:
- How you are going to protect your money/income including using insurance and a spending plan.
Health - How you are going to protect your health so you can continue to earn money.
Saving - What you are going to do to save more money.
Give - How you are going to give to others and charity.
Backup Plan - How you plan to overcome common setbacks like job loss.
Mentors & Tools - Who you will get your money education, advice and what tools you will use to stay on top of things.
Bonus
And if you like these resources, just wait, by the end of this first module there will also be a Personal Finance Checklist for all those checklist people.
As an added bonus here is a good comparison article for different methodologies about retirement. This comes from the frugalchiclife.com, ""
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