Chapter 4. Developing Your Personal Financial Action Plan

 

“Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.”

 
 --Mark Twain
 

“My problem lies in reconciling my gross habits with my net income.”

 
 --Errol Flynn

In my work as an hourly-based personal financial planner, I developed and honed a process for working with clients at varying income levels to make practical and holistic financial improvements. This chapter will be the first of several that begin to walk you through that process with various questions, worksheets, and exercises to enable you to put your knowledge and insights into action.

In this chapter, you’re going to do some (further) ...

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