Using a Strategic Planning Process for Your Finances (Pt I)
Beyond Finances
English - June 09, 2023 09:00 - 30 minutes - 27.6 MB - ★★★★ - 45 ratingsInvesting Business Education Self-Improvement finance investing budgeting money personalfinance Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How to Better Manage Bonus Money and Other Lump Sum Payments
Next Episode: Strategic Planning, Part II: Investment Management
You've heard the term "financial plan" or "financial planning" a million times. But what does it actually look like to go through that process?
Today we're sharing how we construct strategic plans for personal finances. We'll take you to the inner workings of the framework and systems we use at Beyond Your Hammock to help people use their money as a tool to get more of what they want in life - now and into the future.
This is part one of our series that will explain the 5 stages of the financial planning process:
Setting goals, clarifying priorities, and stating values Building out iteration one of a formal plan and choosing specific strategies to implement Developing investment strategies to serve as the engine of financial growth over time Protecting yourself, your family, and your assets Measuring, managing, and maintaining the complete financial plan over timeOur first episode will cover stages 1 & 2. Let's get planning!