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University of Nairobi. ISO 9001:2008 1. Certified www.uonbi.ac.ke. Personal Financial Planning. Presentation to: Church Area District. PCEA, Kikuyu Township. By. Bernard D. Njuguna. Sunday, April 26, 2015
KAREN'S FINANCIAL PLAN. Personal Financial Planning: An Introduction. CHAPTER. 1. LEARNINg objECtIvES. 1 Analyze the process for making personal financial decisions. 2 Develop personal financial goals. 3 Assess economic factors that influence personal financial planning. 4 Calculate the time value of money.
Like most people, you probably have numerous different financial goals — a new home, debt reduction, college, a dream vacation, your own business, a comfortable retirement, and others. Meeting those goals requires financial planning that considers all aspects of your financial life: • Spending and budgeting. • Investment
11 Dec 2013 About Your Personal Financial Plan. We appreciate that you have questions and concerns as you work to attain and preserve financial security. Today's financial environment is complex and in many regards, uncertain. The decisions you make regarding work, spending, investment, and retirement, both
1 Jun 2012 Table of Contents. Disclaimer. Letter of Engagement. Summary. Personal Information. Goals. Cash Flow. Net Worth. Asset Allocation Profile. Asset Allocation. Retirement. Life Insurance. Estate Planning Checklist. Education. Recommendations. Anne Expert CFP, CLU, Financial Advisor. The Financial
Personal Financial Planning. CHAPTER ONE. 1.1 Introduction. Personal financial planning is the process of gathering and analyzing financial data to develop a set of strategies that form an integrated plan to help people achieve their financial goals. The focus of the process is in defining the individual's goals, and then
or a mortgage on a home does not happen in a month or even a year. Retirement is an even longer- term goal. When it comes to financial matters, planning can be of paramount importance. Creating a personal financial plan has six basic steps: 1. Determine your current financial situation. 2. Develop your financial goals. 3.
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage,. “finances" doesn't mean just one thing for most Americans—and “financial planning" means much
Personal Details & Goals. 5. 4. Income – Expense Analysis. 7. 5. Your Networth. 10. 6. Your Risk Profile. 11. 7. Asset Allocation. 12. 8. Goals. 13. 9. Goals – Analysis & Suggestions. 14. 10. Retirement Planning. 18. 11. Insurance Planning. 22. 12. Cash Flow. 28. 13. Action Plan. 32. 14. Disclaimer. 34. ICICI Securities Ltd.
Financial planning is just another name for investing. Financial planning is more than just investment. Rather, it is about the big picture: bringing together all aspects of personal finance to achieve your financial goals. Misunderstanding. 3. Once you finish your financial plan, you do not have to think about it again. Financial

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March 2018