Simply Financial With Christopher Calandra

Building a Financial Plan in 10 Steps

Episode Summary

Set yourself up with a solid financial plan by first thinking about these 10 steps. Chris outlines and explains 10 steps needed to build a strong financial plan.

Episode Notes

Give the Simply Financial Podcast a rating & a review on ITunes

“Building wealth is a marathon, not a sprint” - Chris Calandra

Steps include:

1. Write down your financial goals - Reference S3E28  

2. Start an Emergency Fund

3. Pay off Debt

4. Create an investment plan

5. Get the right insurance

6. Create a retirement plan

7. Plan for taxes

8. Have an Estate Plan

9. Review your overall plan (steps 1-8) regularly

10. Stay the course