This series of posts walks through how to create a Financial Plan. If you have questions on any step of the process, or would like help creating your plan, email us at Team@LaxFP.com.

Creating a Financial Plan 1 – GO, Net, Flow

The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow.

Creating a Financial Plan 2 – The Investing Plan

Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?

Creating a Financial Plan 3 – Insurance Planning

Create a Plan. Protect it. But are you getting the best value at the lowest true cost? Let’s plan to.

Creating a Financial Plan 4 – Tax Planning

Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.

Creating a Financial Plan 5 – Pre-Retirement Planning

Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.