Financial Planning
Growth comes as a result of knowing what to do and then doing it. The ability to make both happen requires planning. When this planning process is applied to financial decisions, it is known as Financial Planning.
This website provides education on how to see financial questions through the lens of Financial Planning.
The Financial Planning Lens.
The Purpose of Financial Planning
"To ensure that money exists when needed."
This is the fundamental object of Financial Planning: there is a period of time in the future when money is wanted. Financial Planning is what we do to know the steps to ensure that hapepns.
The Definition of Financial Planning
"The allocation of financial resources."
This is what Financial Planning is: it is the task of determining how money needs apportioned among various options to ensure that money exists when needed.
Financial Planning Framework.
This is the decision making process.
- Assessment
- Indemnification
- Allocation
- Routine
When viewing a financial decision, this framework helps to clarify what needs done and what steps need taken to do it.
Knowing What to Do.
Viewing financial questions from the lens of the purpose, definition, and framework, is a perspective of how to view your money and how to make financial decisions.
How this Website Works
This Website is comprised of two sides: Education, which contains access to lessons and courses in Financial Planning, and Services for those times where you need assistance in your own Financial Planning.
Education
Services
Next Action
In Financial Planning, defining the Next Action maintains forward motion and growth. The next actions on this website are to gain access to the Education or Management products.