Want to know where you are financially and figure out where
you’re going? Then buy The 11-Step DIY Comprehensive Financial Plan and get these steps to get the answers and create
your own comprehensive financial plan! Financial planning is
not mysterious or complicated, and it doesn’t have to take
dozens of hours. This online DIY financial plan guides you
through and doesn’t take weeks to complete.

Steps for All Financial Planning DIYers

1. Understand where your money goes
2. Know your net worth
3. Get debt issues under control
4. Start an emergency fund
5. Reduce risk through insurance coverage
6. Minimize taxes
7. Save and invest
8. Understand Social Security benefits
9. Plan for retirement
10. Write a will
11. Organize your documents

Steps for Some Financial Planning DIYers

12. Plan to buy a house
13. Plan to pay for college or tech school
14. Manage student loan debt
15. Advance your career

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Additional Information

Appendix A: Additional information and calculators
Appendix B: Practical tips for raising cash
Appendix C: Dealing with debt