Financial Planning Pyramid

The Financial Pyramid is in important part of your Financial Planning.  It gives you a visual understanding of the steps that you need to take to have the right plan in place.

You can see how each stage will help build each other.  Once you have the right foundations in place you can weather any short term storm, hence, not jeopardizing your long term Financial GOALS.

ins-financialplanningpyramid

 There are Four Major areas to a Financial Planning.  The Financial Pyramid will help show how each area builds upon one another
Level 1- PROTECTION
Level 2- SAVINGS
Level 3- GROWTH
Level 4- SPECULATION and/or RISK
Nobody plans to Fail, they just simply fail to Plan

No matter what stage of life you are in, it is important to review your financial plans at least every 4 to 5 years to make any adjustments needed to your short/long term goals.

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