Items that EVERY person needs in their financial plan

I believe that EVERY person needs AT A MINIMUM the following items in their financial plan: 

  • Will
  • Term-Life Insurance
  • Health Insurance
  • Disability Insurance
  • Auto Insurance
  • Homeowner's/Renter's Insurance
  • Monthly Budget
  • Debt Freedom
  • College Savings
  • Retirement Savings
  • Wedding Savings (or other large expense that you are expecting someday)
  • Teach Your Children!  Teach Others!

You could print this list out OR you could click on "TOOLS" in the top right-hand corner and print it out in MS Word format.  (OR you could click here.)


  1. Attila uregen on December 4, 2006 at 8:04 pm

    Joseph your energy is an inspiration, and as infectious as Perry’s!
    God Bless!

  2. Benton Amey on July 14, 2010 at 1:39 am

    Assessing the cash flow is one more important element in the company strategy format, so as to sustain a normal cash flow to meet the important capital requirements. Probability of monetary crisis and also the methods of crisis management must be mentioned in the structure. The company strategy must consist from the advertising plans and technique leading towards the expansion in the company.

Leave a Comment