Subject category:
Finance, Accounting and Control
Published by:
Ivey Publishing
Version: 2000-09-25
Length: 14 pages
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Abstract
This note provides an overview of the personal financial management process. A financial planning framework is presented and described, including setting personal goals, assessing current positions and creating financial action plans. The importance of establishing short- term reserves, having adequate protection, developing a retirement plan and establishing a portfolio strategy are discussed. The note can be used in an investment class which examines personal finance issues.
About
Abstract
This note provides an overview of the personal financial management process. A financial planning framework is presented and described, including setting personal goals, assessing current positions and creating financial action plans. The importance of establishing short- term reserves, having adequate protection, developing a retirement plan and establishing a portfolio strategy are discussed. The note can be used in an investment class which examines personal finance issues.