We just came across a great Financial Planning Flowchart that was
published in the December 20 issue of Business Week. It was put together
by the Business Week team of Nick Summers and Karen Wise with input from Milo Benningfield, a San
Francisco-based financial planner; Eleanor Blayney, consumer
advocate for the Certified Financial Planner Board of Standards; Tim Steffen, Director of Financial Planning and Wealth
Management at Robert W. Baird; Maria Bruno a senior
investment analyst at Vanguard Group and Meir Statman, finance
professor at Santa Clara University.
The chart does a nice job of mapping out basic financial
planning tenets and touches on debt management, retirement planning and
insurance needs. We thought you might find it worthwhile in your planning for 2013 and perhaps even a
little fun.
Please check it out at the link below:
