What is a Financial Plan?

July 03, 2015
Peter Ruddock

A financial plan does not need to be an elaborate work of art explaining where you can invest, when you can invest and how much money you are going to spend (but it can), it can be just a basic plan of what you want to do financially.

In its basic form, it may just be a budget and a list of your insurances but it could be much bigger than this.

This video might help.


Posted in: Financial planning

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