Developing A Simple Personal Financial Plan

by RJ on August 26, 2009

This video was a review of the recent series, The 5 Phases of Developing A Financial Plan. Here’s is a brief outline of what I go over in this video.

Phase 1 of a Financial Plan -Creating a budget and building a small emergency fund

Phase 2 of a Financial Plan – Getting out of debt and developing a net worth mindset

Phase 3 of a Financial Plan – Building a bigger emergency fund and setting goals

Phase 4 of a Financial Plan – Saving for your future

Phase 5 of a Financial Plan – Paying yourself first

This is the first video I have done for GenYwealth.com. I’m hoping to do a lot more in the future, but I need your help.

Speaking in front of a camera isn’t my greatest strength. If you know of anyways I can improve please include them in the comments or contact me.

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