We just finished a 16-week (total of 18-post) series offering an entire comprehensive financial plan, not for the purposes of supplanting a great financial planner, but more so to provide you with another perspective…or for the skeptics out there, a do-it-yourself roadmap. You can get caught up with the reprise on Forbes.com, “An Entire Financial Plan In A Blog Post?”
As you probably already know, each descriptive post was also accompanied by “Apps” generated to help you follow up on the tangible action items that make up a genuine plan, and I wanted to provide you with a directory here:
- Personal Money Story App
- Personal Principles (Values) & Goals App
- Personal Financial Statements App
- Debt Elimination App
- Risk Management Matrix App
- Life Insurance Needs Analysis App
- Home & Auto Insurance App
- Long-Term Disability & Long-Term Care Insurance Apps
- Mutual Fund Audit App
- Annuity Audit App
- Tax Myths & Rules App
- Education Savings Plan App
- Fulfillment (Retirement) Plan App
- Estate/Legacy App
- Finding A Financial Advisor App
- The Action Plan App