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Greatness Plan (Back Up Plan (Insurance) (Contents, House, Motor, Life,…
Greatness Plan
Back Up Plan (Insurance)
Contents
House
Motor
Life
Disability
Pension
Health
Other
Where are you with your money
Net worth
Assets
Liabilities
Fixed expenses
Owe
Who
Value
Own
What
Value
Cash flow planning
Projected Earnings
Projected expenses
Monitoring
Automation
SUSPICIONS
no emergency fund
Failure financial trouble
Too much expenses
Spending on the wrong thing
What are your money habits and Core values
What is important?
Why is it important
What can I change to focus on my value
Financial Goals
Short, Medium, Long
Cost
Journaling exercise
30 days bank statement review
Accountability
Who
Set up meeting
Determine when to report
STRUGGLES
DEBTS
Over Spending
Not enough income
Money Mindset
Mistakes
Forgiveness
Gratitude list
influencers
Physical
Virtual
Debt management plan
Statements review
Amount
Interest rates
time
Debt Plan
Prioritization