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
