Financial Planning

Myeesha Peterson

A Plan for Budgeting and Taxes

There are 4 steps involving your Budget
  • Establishing your NetWorth
  • Establishing your income
  • Identifying expenses
  • Considering the impact of taxes

Periodically Evaluate Your Plan

What to look at :
-Is your plan working?
-Are you slowly accomplishing your goal?
-What needs to be changed to get you on the right track?
-Should you revise anything

Choose The Best

-Pick the option that is the best for you
-Risk is likelihood of loss
-High Risk= high potential for returns
-Low Risk low potential returns