Financial Plan Pro

Like trying to find your way around an unfamiliar city without a map (or GPS device, these days) or constructing a building without a blueprint, trying to lead a financial life without a solid plan can lead to wasted time and resources. One thing I've noticed as I talk with people and clients on a regular basis is that many people go through life without a financial plan. You may be different, but in case you fall into that majority of non-planners, this site is for you.

Financial Plan Pro is designed to be a reference and a resource to you. The site is not intended for you to blindly follow. I will be giving very specific advice, but also showing my reasoning and rationale with numbers and examples as much as possible. I hope you buy into The Plan, use the tools provided (most will be free or close to free...I have to make a living somehow!), and share this resource with your family and friends.

Some topics I'll cover are:

1. Investing
2. Taxes
3. Entrepreneurship (income generation)
4. Insurance
5. Estate Planning
6. Retirement Planning
7. Financial Goal Setting
8. Creating a Spending Plan
9. Giving

Of course that's not meant to be an exhaustive list, but hopefully some of those things sound interesting and are areas where you could use a little planning and fine tuning (or major overhaul).

The burning question is, "What's the plan?"  The Plan will unfold over time, but this site is dedicated to building a financial plan that everyone can follow - everything from checking your credit score at regular intervals to allocating your investment dollars among different asset classes to planning for your eventual passing. So stay tuned in, you will see The Plan take shape over time.

One last thing -  please comment, share, and interact. I'd love to hear what you'd like me to write about and what you think of the content. This all represents a significant time commitment for me, and I do it to, among other things, hopefully be helpful to you in your quest for financial success.