Best Practices

Best Practices - When Approaching Financial Planning Set measurable goals. Understand the effects your financial decisions have on other financial issues. Re-evaluate your financial plan periodically. Start now - don't assume financial planning is for when you get older. Start with what you've got - don't assume financial planning is only for the wealthy. Take charge - you are in control of the financial planning engagement. Look at the big picture - financial planning is more than just retirement planning or tax planning. Don't confuse financial planning with investing. Don't expect unrealistic returns on investments. Don't wail until a money crisis to begin financial planning.