Personal Record Keeping and Financial Planning

A comprehensive financial plan will also include record keeping. This is something often neglected but yet more important than most people realize. Essentially, you need a system in place for monitoring and managing your finances that is both comprehensive and easy to understand and most importantly reviewable. What method you use to do this is up to you. You … Continue reading Personal Record Keeping and Financial Planning

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Setting Goals in your Financial Plan

You have probably heard the old adage, “If you don’t know where you are going, you are likely to end up anywhere”. This applies to finances just as much as it does other aspects of life. A destination is a “goal” and without one there is no way of measuring your performance. Therefore having a goal is … Continue reading Setting Goals in your Financial Plan

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