Financial Foundations Outline – Version 10/98

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The Financial Foundations sheet is a prioritized financial planning outline that shows all of the areas of the financial planning process. Begin at the bottom with step one by beginning to properly manage your cash flow. In step two you need to establish your cash reserve and put adequate insurance coverage in place. In step three you begin to look to the future by accumulating wealth. In step four, advanced planning, you will address several advanced planning issues.

This outline is not intended to be an exhaustive list of items that could be in each category, but rather a representative listing to give you general category guidelines.