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Copy of Financial Planning

Over the course of today we will help you maximize your opportunities and determine how much you need to retire comfortably.

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MORE DECKS TO EXPLORE

PRESENTATION OUTLINE

1.

FINANCIAL PLANNING

FOR EDUCATION PROFESSIONALS
2.

WHAT WE WILL COVER TODAY

3.

WHY SHOULD YOU CARE

4.

FINANCIAL PLANNING

NO PLAN
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5.

RETIREMENT

THE RESULTS OF YEARS OF PLANNING
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6.

Purpose Of Planning

What Should It Include & How Often 
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7.

FINANCIAL VISION

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8.

LIFE HAPPENS

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9.

STRATEGY

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10.

Planning Essentials

  • Becoming Debt Free
  • Pay off Mortgage or Not
  • Health (The NEW wealth)
  • Value Based Economy
  • Understanding Investments
  • Establish Retirement Accounts
  • Establish Emergency Reserve
  • Estate Planning Basic
11.

GATHERING AND ANALYSIS

KEEP ONLY WHAT YOU NEED 
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DATA NEEDED

13.

ACTION PLAN

  • COMPLETE THE PLAN
  • STUDY THE PLAN
  • WORK THE PLAN
  • LIVE THE PLAN
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BUT IT DOES PROVIDE FREEDOM

MONEY WON'T MAKE YOU HAPPY
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YOUR BIGGEST DREAM ISN'T BIG ENOUGH

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THE SCRET TO LIFE IS KNOWING YOU  ONLY GET A ONE WAY TICKET!

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ALWAYS  HALF FULL

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18.

THANK YOU

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Demetrius Felder

www.holisticplanners.com