Key Components of Financial Planning Directions. As you see words pop up on the left side of the
video screen, write them into the workbook blanks
Assess your
situation (your income,
assets and liabilities)
Set money
Make sure you have a mix of both
short-term and long-term goals.
You must write out a detailed for accomplishing
your goals. This begins with your budget.
your plan! This involves discipline and
perseverance
2
Know your money
Regularly
and reassess your financial plan.
Replace money
with money truths.