My Daily Thoughts

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What makes a good financial plan?

A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.
Alexa Von Tobel

The financial perspective is one perspective for looking at your life.

The key is that a good financial plan is that it is one way of looking at your life plan. It is not separate from the plan for your life, it is not an addition, it is simply a different way of looking at your life plan.

If you have big goals in life, those goals should be reflected in your financial plan.

Your financial plan is your roadmap for your life written in the language of money.

A financial plan is more than a savings plan or a budget.

A financial plan takes input from all life areas to map out how your life journey affects your financial situation.

Your financial plan should be inspiring because it is your life plan.

Live the Adventure

Geoff

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