Mount Blackburn in Wrangell-St. Elias National Park

Planning

 

“Somebody’s sitting in the

shade today because someone

planted a tree a long time ago.”

Warren Buffett

 

 

 


 


The 6 Steps of Financial Planning:

1) Define goals & objectives
2) Gather all relevant data
3) Analyze data in light of goals
4) Develop specific solutions
5) Implement those solutions
6) Monitor and update the plan