The big picture: Your financial plan

Seeing the big picture can help you reach your financial goals. Professionals can help you create your plan.


Financial planning means creating a long-term vision and clear goals for the future you want. Creating a financial plan helps you see what you’re trying to achieve and how all of the major pieces of your financial world add up into one complete picture relative to your goals.
  • Your job or business
  • Your spending plan
  • Major assets you own
  • Debts you owe
  • Real estate
  • Insurance
  • Investments
  • Estate planning for the next generation
  • Replay
    Take advantage of professional advice. Some financial services companies will answer basic financial questions for free, or create a basic financial plan for as little as a few hundred dollars. You may have to pay for some planning services, but financial advice doesn’t have to be expensive.
    Paying for financial planning advice now can be a bargain if it helps you make smart financial choices that pay off in the long run.
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