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Financial planning is more than just investing. Holistic financial planning is the process of pursuing your life goals (planning for retirement, buying a home, saving for your child’s education, leaving a legacy for your family) through smart management of your resources. A solid financial plan includes goals, net worth, cash flow, retirement strategies, long-term investments, and estate planning.
Throughout this series, you’ll learn the basics of becoming debt free, building wealth, non-retirement investing, estate planning, and more—consider this your financial planning master class.
The first step to creating wealth is building a strong financial pyramid. This big-picture approach to meeting your future financial goals prioritizes your finances and ensures that you start off with a strong financial base to mitigate risks. Insurance needs are imperative to protect your assets from unforeseen loss, and setting aside an emergency fund (a healthy cash reserve) is an important step to protect your financial security.
Learn more about building your financial pyramid. Next, we’ll focus on the foundation of your pyramid and how you can protect your assets.