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Chapter 1 Overview of a Financial Plan
Chapter Objectives ,[object Object],[object Object],[object Object]
Definitions ,[object Object],[object Object]
Definitions ,[object Object]
How You Benefit From An Understanding of Personal Finance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Components of a Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A Plan for Your Budgeting and Tax Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
Budgeting and Tax Planning Exhibit 1.1: How a Budget Affects Savings
A Plan to Manage Your Liquidity ,[object Object],[object Object]
A Plan to Manage Your Liquidity ,[object Object]
Managing Your Liquidity Exhibit 1.2: Managing Your Liquidity
A Plan for Your Financing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financing  Your Large Purchases Exhibit 1.3: Financing Process
A Plan for Your Investing ,[object Object],[object Object],[object Object],[object Object]
A Plan for Your Retirement and Estate ,[object Object],[object Object],[object Object]
Components of  Your Financial Plan Exhibit 1.4: Components of Your Financial Plan
How the Text Organization Relates to the Financial Plan’s Components ,[object Object],[object Object],[object Object]
How the Text Organization Relates to the Financial Plan’s Components ,[object Object],[object Object],[object Object],[object Object],[object Object]
How the Text Organization Relates to the Financial Plan’s Components ,[object Object],[object Object],[object Object]
How Financial Planning Relates to Cash Flow Exhibit 1.6: How Financial Planning Affects Your Cash Flows
Developing the Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Developing the Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]
Developing the Financial Plan
Developing the Financial Plan
Developing the Financial Plan ,[object Object],[object Object],[object Object],[object Object]
Developing the Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Developing the Financial Plan ,[object Object],[object Object],[object Object],[object Object]
How the Internet Facilitates Financial Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How the Internet Facilitates Financial Planning ,[object Object],[object Object],[object Object],[object Object]
How the Internet Facilitates Financial Planning 1.1 Financial Planning Online: Should You Pursue a Career in Financial Planning?
Financial Planning Online:  Financial Planning Tools for You ,[object Object],[object Object],[object Object]
Integrating Key Concepts
Looking Ahead ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Madura 16816 x_ppt01