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PERSONAL FINANCIAL PLANS
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PERSONAL FINANCIAL PLANS
THE LIBERTY MIND MY MONEY
PERSONAL FINANCIAL PLAN
Comprehensive and Personalised
Six-Step Plan
STEP 1: Financial assessment
STEP 2: Budget planning
STEP 3: Setting financial goals
STEP 4: Risk assessment
STEP 5: The building blocks
STEP 6: Review and adjust
Financial Tools and Assessments
Net worth assessment
Debt-to-income ratio
Budget planner
Expense-to-income ratio
Disposable income creator
Homeownership tool
Motor vehicle tool
Emergency fund tool
Calculating compound interest
Risk tolerance and profile
Insurance needs assessment
Retirement plan
Sample of a personalised financial plan
PLUS
First consultation with a personal financial advisor
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