Please enable JavaScript.
Coggle requires JavaScript to display documents.
Financial Planning - Coggle Diagram
Financial Planning
Step no 1: Budgeting
Tracking
Analysis
Expenses
Adjustments
Income
Step no 2: Savings
Fund for paying Dividend
Fund to do necessary investments
Retierment fund for employees
Fund for Loss coverage
Fund for Emergency
Step no 3: Debt management
Credit score Monitoring
Debt refinancing
Debt conseling
Debt Consolidation
Debt reduction plan
Step no 4: Investing
Asset Allocation
Diversification of Risk
Investment Goals
Portfolio Management
Risk Tolerance