Are you ready to make your

Financial  Plan?

Let's Get Started!

A financial plan is a roadmap to achieving your financial goals

What is a Financial Plan?

Getting Started With Your Plan

Now that you have your financial goals set up, it's time to make a plan to achieve them! Here's what you need ---->


How much money are you making from all of your income sources?

Day Job

Income sources include

Side Hustles


Next you need to figure out how much you owe

Common Bills

Housing Costs



Other Bills?

What other bills do you have? All of this needs to be written out so you can make your plan!

A Financial Plan is More than A Budget

This all might sound budgety so far, but far more goes into a financial plan than a budget --->

Life Goals

Risk Mitigation


Swipe Up!

For 7 more things you need to consider in your financial plan, and why each item is critically important!