Previously we discussed five steps to implement a financial plan. This implementation checklist includes general advice in seven financial planning areas.
Manage cash flow.
Improve net worth.
Pay income taxes.
Retire financially independent and socially secure.
Prepare your estate for transfer.
TIP: Ask independent fiduciaries (i.e., attorney at law, fee-only personal financial advisor, tax accountant) for advice and assistance to implement your financial plan.
QUESTION: Do you have other objectives we have not discussed?
Chris Bryant is an American financial advisor.