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Financial Planning 101 Introduction | Financial Management Basics

December 12th, 2012 Leave a comment Go to comments

How do you make your life better? get more control? protect your family? Create a personal financial plan. Start here!

The main reason for planning is to get things done faster and avoid problems. Examples of plans include things as simple as a shopping list to more complex plans like a building construction plan. Think of a Financial Plan as a faster way to your “financially better place”.

This is an overview of 7 keystones of a financial plan. So you can see how they all fit together.

Duration : 0:10:26


[youtube BtbfbuFkuE8]

Categories: Personal Finance Basics Tags:
  1. Deepak Aafmindia
    December 12th, 2012 at 16:35 | #1

    you can pursue the …
    you can pursue the Chartered Wealth Manager Certification from American Academy of Financial Management.

  2. Tng Jin Yau
    December 12th, 2012 at 16:35 | #2

    Great!
    cfp- …

    Great!
    cfp-tang.blogspot.sg/

  3. justdreadest
    December 12th, 2012 at 16:35 | #3

    wow i have more …
    wow i have more questions more now….but, i understand more as well. thank you

  4. Edward Baxter
    December 12th, 2012 at 16:35 | #4

    Short but intact …
    Short but intact and was able to briefly pin down major details. Learned a lot. Thanks!
    edbaxter.weebly.com

  5. rekha208
    December 12th, 2012 at 16:35 | #5

    Hello Mr.Saleh,
    the …

    Hello Mr.Saleh,
    the video uploaded is very helpful…………is it possible for you to send me a copy of it ………to show it to my clients offline…….tx

  6. financialplannerwa
    December 12th, 2012 at 16:35 | #6

    As a financial …
    As a financial planner, this video is really necessary to help others about financial planning.

  7. alirahimzadeh
    December 12th, 2012 at 16:35 | #7

    educational
    

    educational
    

  8. Clip Gurus
    December 12th, 2012 at 16:35 | #8

    thank you for this …
    thank you for this enlightening video! will surely help, especially with the difficult times we have been facing in Ireland!

  9. makeiteasyable
    December 12th, 2012 at 16:35 | #9

    ty
    ty

  10. CanadianTermLife
    December 12th, 2012 at 16:35 | #10

    Enjoyed watching …
    Enjoyed watching this video, lots of useful information.

  11. inanickoftyme
    December 12th, 2012 at 16:35 | #11

    This was an …
    This was an informative video which I obtained alot of helpful informaton. Thanks so much.

  12. rubenvaldez18
    December 12th, 2012 at 16:35 | #12

    how to download …
    how to download the video? Can I ask a copy of this video? please send it in my yahoo mail. I’ll use this for my report. thanks…

  13. blueskyhighblue
    December 12th, 2012 at 16:35 | #13

    Since all …
    Since all investments will fluctuate over time,yet each asset class fluctuates with its own frequency,it is sensible to ensure that each asset class is possessed so that they may offset each other.By occasionally assessing the situation and readjusting the proportion of atocks,bonds,and cash,a portfolio should become more stable and withstand the ups and downs of the market.

  14. ThePjcull
    December 12th, 2012 at 16:35 | #14

    Saving is for …
    Saving is for losers.Investing is the way to be

  15. masa11355
    December 12th, 2012 at 16:35 | #15

    really nice …
    really nice presentation usually i would have bored off a little and be tempted to skip out on the video but for one reason or another and i stayed, really great information, in the future i want to be an financial planner so ty for this =D

  16. popstarprincess123
    December 12th, 2012 at 16:35 | #16

    i wasnt alive 20 …
    i wasnt alive 20 years ago i wasnt even thought of 20 years ago but i care now

  17. duckhunt57
    December 12th, 2012 at 16:35 | #17

    thx for …
    thx for enlightning the everyday ppl

  18. inspired2change
    December 12th, 2012 at 16:36 | #18

    I definitely …
    I definitely enjoyed it. I think it was simple and thorough at the same time giving us a kind of personal reflection of what have we been doing in our lives to help protect our finances and our investments. Thanks for this wonderful video! ^Jules

  19. billyalvaro
    December 12th, 2012 at 16:36 | #19

    Hey Hi! Nice info. …
    Hey Hi! Nice info. Can I have you on my Facebook page. I am collecting a database of all likeminded people in my page. That is going to be my CRM for business contacts. just type maxreturnsrei after facebook.com

  20. Dakosha777
    December 12th, 2012 at 16:36 | #20

    Luv it!! Thank You …
    Luv it!! Thank You! ^^

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