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

Why Learn the Financial Checklist Plan?

Truism of the day: If finances were simple, we'd all be doing a lot better financially.  That's why we need to learn the Financial Checklist Plan.  This plan is quite simply a checklist of how to grow savings, eliminate debt and build toward personal wealth and financial control. 

In short, here's the checklist:
  • Creating a Personal Reserve Fund
  • Dealing with Debt
  • The Importance of Insurance 
  • Saving for Retirement and College
  • Cars and Homes
  • Building Wealth, Giving and Sharing
These checklist items don't assume any previous financial knowledge or savvy and you can start the list no matter what your current financial situation.  Whether you have a high income or not, or savings or not, or lots of debt or a little, mastering this simple list will provide you the knowledge and information that will lead you toward personal wealth and accomplishment. 

But before we get too far ahead of ourselves, we need to consider how we got here, how we can remake the present and how we can start to own the future like never before. 

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