The Financial Checklist Plan
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  • Today's Average Financial Picture
  • Why Learn the Financial Checklist Plan?
  • Past, Present, Future
  • THE Financial Checklist Plan
  • 1. Personal Reserve Fund
  • 2. Eliminate Personal Debt
  • 3. Insuring We're Properly Insured
  • 4. Saving for Retirement and College
  • 5. Paying Off Cars and Homes
  • 6. Building Wealth and Giving and Living Graciously
  • Financial Checklist Blog

The Financial Checklist Plan
Planning for Success is Planning to Succeed

You're Here, It's Now and this is the Financial Checklist Plan that will take you to a new world of financial control you've probably never known in your life.  Welcome to the beginning of an incredible journey. 

The Financial Checklist Plan is a checklist of several small changes, which when performed in order will accomplish these goals:

  • Establish a personal reserve fund that will be your help in times of need and see you through life's emergencies.  You'll begin to bank on yourself and you'll enjoy the freedom this will allow. 
  • Eliminate all personal debt.  No more credit card payments.  No more student loans.  No more car payments and no more creditors.  Chances are you are looking up a hill of debt that has kept you scared and paralyzed you from taking action.  No more and soon you'll experience what it is like in life to live debt free
    (Hint: It's amazing!)

  • Insure you are correctly Insured.  The world of insurance can be complicated at best and confusing throughout.  How do you know what you really need and how much to buy?  Our tools will make the complicated and confusing into simple and comforting.
  • Concretely envision a real plan to retire comfortably and pay for college for your children.  You'll stop wondering if you've done the right things, and instead know how to create the retirement you desire and pay for your children's education (all without debt). 
  • Learn how to correctly purchase and own all the big items in life.  From homes to cars and the other big "necessities," proper analysis and purchasing practices are a must. 
  • Live, invest and give in ways you never before have imagined.  As you weave through the financial checklist plan, the day will be coming when everything will be paid for, you'll be building wealth at an incredible pace and you will be capable of making positive changes in the world you may never have through possible. 
It's time to get started.  Let's let the Financial Checklist Plan unfold with Part One:
Creating a Personal Reserve Fund

A Little Background

Today's Average Financial Picture
Why Learn the Financial Checklist?
Learning from the Past
Remaking the Present
Owning the Future

The Financial Checklist

Creating a Personal Reserve Fund
Eliminating Personal Debt
Insuring We're Properly Insured
Saving for Retirement and College
Paying Off Cars and Homes
Building Wealth, Giving and Sharing

Checklist Execution

Visioning a Different Future
Committing to Change
Investing Wisely