VK Financial Planners

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Starting Your Financial Plan:

A Beginner’s Road Map

Would you leave on a trip to a new destination without a map? What if your destination is a successful financial future? Without a map, would you know how to get there?

Financial planning provides a road map for your financial life. It can make the journey less stressful, more fun, and more successful. And, you can start right now — even if only a few steps at a time.

This guide, from the Financial Planning Association® (FPA®), will help you get started. We’ll look at:

• Destination: Setting Goals
• Starting Point: Where Are You Now?
• Avoiding Potholes: Insurance, Debt, Job Loss, Taxes and Estate Planning
• On the Highway: Saving, Investing, Retirement and Other Goals
• Sharing the Drive:

Working with a FPA Member and CERTIFIED FINANCIAL PLANNER™
(CFP®) Professional
• Map: A Financial Planning Checklist