One-Page Financial Plan Questionnaire/Report
Mission Statement: Your mission is an overarching statement that dictates what you wish to accomplish in this life.
Your Goals: Once you develop a theme for your life, it’s time to come up with a set of goals that allows you to live your life to the mission. I recommend that you start with three: one in the next 1-5 years, the other 5-10 years, and another beyond 10 years. This helps you cover the short, mid, and long-term planning.
Income / Expenses: This is equivalent to what you’d traditionally think of as “budget"
Saving for Goals: This section helps you tie back all of your assets, liabilities, savings and investments to your goals.
What if…?: Now we have a plan, everything is going to play out the way we want, right? Unfortunately, there are many things that are out of our control and prediction.