Financial Planning
on a Napkin
If you don’t know where you
are going , how will you know
if you get there?
If you want to travel YOUR plan,
you u!t P"#N your travel$%
?
&oal 'etting
?
(a!h Flow and )udgeting
?
*!tate Planning
?
Incoe +a, Planning
?
Ri!k - In!urance #naly!i!
?
Inve!tent...