Mastering the basics of financial planning can help you make the most of your money. Consider these steps to help get your finances on track or to maintain your momentum.

Each guide includes sections like “Why Does This Matter Now?” and “Where to Start,” along with fillable sections for “Questions to Ask Yourself” and “Questions for a Financial Advisor.”

Financial planning has 9 steps: Set goals, track money, plan for emergencies, pay debt, plan for retirement, tax planning, invest, manage risk and estate planning.

Nov 12, 2025 · Financial planning is the process of looking at the current state of your finances and making a step-by-step plan to get it where you want it to be. That may mean devising a …

Aug 27, 2025 · In short, if it involves your personal finances, then there’s a way to plan for it and optimize the outcome. Here’s what financial planning is all about and what you need to know …

Nov 21, 2025 · Learn the basics of financial planning for beginners, including how to create a budget, set financial goals, build an emergency fund, and invest for the future.

Feb 25, 2025 · Financial planning helps you track and manage your money to reach your financial goals. To create a strong financial plan, set goals, track cash flow, budget, invest, and pay …

Managing today's expenses while saving for the future takes preparation and practice. Get on the right track with this five-step guide to financial planning.

Find resources to learn the basic steps of budgeting and setting goals and get help building a secure financial foundation.

May 29, 2025 · Financial planning for an individual is the process of organizing your personal finances to meet short-term needs and long-term goals. It involves assessing your income, …