Creating a financial plan is even more fun if you have what you need at your fingertips. If your accounts are already current in Money, or if you can approximate balances off the top of your head, thatÆs fine. Otherwise, you might want to gather:
How long will it take to create a plan? Between ╜ hour and 2 hours. Less time if your data is in Money already, or if you want to approximate values. More time if you want to set up accounts as you go, or enter detailed future plans. You can create a plan in one sitting, or work on it a bit at a time.
As you plan, whatÆs most important is that you have the time to relax, talk with your partner if necessary, and build a vision for what you want to see in your financial future.