Ep 28 – DIY Financial Planning – Next steps with defined goals

Now that you know what you want to accomplish, what do you do with them?

I want you to put your goals in priority order and number them.  The reason you want to do this is to help you prioritize where your dollars go.

Also if something out of the blue comes up, that wasn’t planned for, you’ll be able to ask yourself if spending money for this unplanned call is worth not you achieving the top three goals that are so important to you.

Now that you know how much cash you have at the end of the month you can allocate dollars starting with your most important goal.

Next, I want you to go to a retirement and savings calculator to see if you’re on track to meet your goals. Are you saving too or not enough money?

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RADIANT Wealth Planning, LLC is a fee-only financial planning and investment management firm located in Newport Beach, CA