Play the Making Your Plan a Reality video.Identify steps for following through on my financial plan
Play the Making Your Plan a Reality video.
1 Go to Action Plan.
Do I have to do everything Money suggests?
No, it may not be able to follow-through on every suggestion. You (and if you have one, your financial advisor) will have to make the final decision on what steps you want to take.
I work with a financial advisor. Can Money still help?
Yes. You can print your Money plan and show it with to financial planner, attorney, or other financial advisor. Use this plan as a starting point for discussion.