Financial Plan

Financial plan

A step by step guide
Ito ay isang step by step guide kung paano gumawa ng financial plan. Basahin ang paano gumawa ng financial plan upang mas maintindihan ito.
Name

First NameLast Name
Email*
example@example.com
Facebook name
Birth date

MonthDayYear
Date
Country
Organization

Step 1: Setting your financial starting point
May tatlo kang kailangang gawin upang malaman ang iyong financial starting point - alamin ang iyong (1) financial literacy level; i-accomplish ang (2) money in - money out; at (3) SALN. Once masagot mo ang mga ito, malalaman mo kung anu-ano ang iyong mga kakulangan na siyang gagabay sa iyong mga priorities

1. Financial literacy self assessment
2. Money in - Money out
3. Statement of Assets LIabilities and Net Worth (SALN)

Step 2: Set financial goals and priorities
Basahin ang "Paano gumawa ng financial goals" para malaman ang step by step guide kung paano gumawa ng financial goals at alamin kung ano ang priorities. Ang "Top financial goals" ay isang article na sinulat ko na nagpapakita ng mga karaniwang financial goals ng mga Filipino.
Financial goal 1:
Financial goal 1: Purpose
Ipaliwanag kung bakit ito ang financial goal mo at bakit it #1 priority
Financial goal 2:
Financial goal 2: Purpose
Ipaliwanag kung bakit ito ang financial goal mo at bakit it #2 priority
Financial goal 3:
Financial goal 3: Purpose
Ipaliwanag kung bakit ito ang financial goal mo at bakit it #3 priority
Financial goal 4:
Financial goal 4: Purpose
Ipaliwanag kung bakit ito ang financial goal mo at bakit it #4 priority
Financial goal 5:
Financial goal 5: Purpose
Ipaliwanag kung bakit ito ang financial goal mo at bakit it #5 priority

Step 3. Decide on a timeframe and budget
Kung curious ka paano gumawa ng sample budget para sa mga financial goals, panoorin ang episode na Financial planning with Sinon Loesca sa ibaba.
Financial goal 1:
Financial goal 1 budget:
Financial goal 1 timeframe:
# of years
Financial goal 2:
Financial goal 2 budget:
Financial goal 2 timeframe:
# of years
Financial goal 3:
Financial goal 3 budget:
Financial goal 3 timeframe:
# of years
Financial goal 4:
Financial goal 4 budget:
Financial goal 4 timeframe:
# of years
Financial goal 5:
Financial goal 5 budget:
Financial goal 5 timeframe:
# of years

Step 4. Match financial goals with source of income
if you are getting confused at this stage, it would help if you check out this sample finance plan for your reference and guidance.
Financial goal 1:
Financial goal 1 budget:
Financial goal 1 source/s of income
Itemize and describe the sources of income fo your budget
Financial goal 2:
Financial goal 2 budget:
Financial goal 2 source/s of income
Itemize and describe the sources of income fo your budget
Financial goal 3:
Financial goal 3 budget:
Financial goal 3 source/s of income
Itemize and describe the sources of income fo your budget
Financial goal 4:
Financial goal 4 budget:
Financial goal 4 source/s of income
Itemize and describe the sources of income fo your budget
Financial goal 5:
Financial goal 5 budget:
Financial goal 5 source/s of income
Itemize and describe the sources of income fo your budget

Financial plan