1. Identify personal financial goal
What are your top three financial objectives?
Most people, when asked that question, answer with general goals, such as achieving financial security. The
fact is, many of us haven't thought much about which financial
objectives really matter most. Instead, we muddle through our financial
lives, spending to meet the day-to-day expenses that dominate our
attention. That approach risks leaving your most important objectives unfulfilled.
2. Illustrate how to know one's personal net worth
3. Demonstrate how to prepare a personal budget
4. Explain the importance of living within one's financial means
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