Step 1: Determine Your Financial Goals The first step in creating a five-year financial plan is determining your financial goals. This is a good time to think about what you want to achieve in the ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may ... transfer credit card. 3. Make adjustments for what is ...

What is a 3 year cash flow projection? A three-year cash flow projection template is essentially a budget that focuses on understanding the direct method of cash flow for the next three years. In ...

Or, do you typically get a tax refund each year? Think about how future scenarios like these will factor into your savings ability and goal timelines. Make adjustments to your financial plan as ...