Personal Financial Management - Anzelc and Associates Inc PDF
Preview Personal Financial Management - Anzelc and Associates Inc
Personal Financial Management anzelcandassociates.com Personal Financial Management This presentation covers the basics of personal financial management. It is very to the point, realistic and easy to understand. You will learn: anzelcandassociates.com Personal Financial Management This presentation covers the basics of personal financial management. It is very to the point, realistic and easy to understand. You will learn: Budget development based on income and goals anzelcandassociates.com Personal Financial Management This presentation covers the basics of personal financial management. It is very to the point, realistic and easy to understand. You will learn: Budget development based on income and goals Money management and decision making anzelcandassociates.com Personal Financial Management This presentation covers the basics of personal financial management. It is very to the point, realistic and easy to understand. You will learn: Budget development based on income and goals Money management and decision making Insurance coverage and saving money anzelcandassociates.com Personal Financial Management This presentation covers the basics of personal financial management. It is very to the point, realistic and easy to understand. You will learn: Budget development based on income and goals Money management and decision making Insurance coverage and saving money The wise use of credit including credit scoring and the cost of credit anzelcandassociates.com Personal Financial Management This presentation covers the basics of personal financial management. It is very to the point, realistic and easy to understand. You will learn: Budget development based on income and goals Money management and decision making Insurance coverage and saving money The wise use of credit including credit scoring and the cost of credit Your rights as a consumer and how to protect your identity anzelcandassociates.com Budget Development anzelcandassociates.com Budget Development Budget development is the basis of any well thought out financial plan. The cornerstone to a good budget includes the following: • Establishing financial goals • Calculating income • Tracking your spending • Classifying expenses • Establishing a realistic budget • Sticking to your budget • Periodic review of your goals and budget anzelcandassociates.com Establishing Financial Goals The first step in financial wellness is establishing financial goals. Establishing your goals is the conscious effort of examining, defining and writing down what you want to achieve both financially and personally. Once you have established your goals you can then proceed in designing a plan and budget that will help you achieve your goals. In designing your plan you will need to prioritize goals as well as break them down into long-term and short- term with associated action items. This plan is the roadmap to goal achievement. anzelcandassociates.com
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