Developing a Financial Plan
Your Financial Plan: Getting started on a secure future

This Financial Guide tells you how to begin the financial planning process. It provides worksheets to help you find out where you are financially and where you want to be in the future. It will help you identify your goals, determine your net worth and cash flow, plan to achieve your goals as well as begin to put your plan into action.

CONTENTS

Identify Your Goals
Determine your Cash Flow
Plan to achieve your goals
Establish how much you’ll need
Put the Plan into action

Financial security derives not only from acquiring more money but from planning. A solid financial plan can alleviate financial worries about the future and ensure that you will meet your financial goals–whether they relate to retirement, asset acquisition, education, or just vacations.

Read More

Financial security derives not only from acquiring more money but from planning. A solid financial plan can alleviate financial worries about the future and ensure that you will meet your financial goals–whether they relate to retirement, asset acquisition, education, or just vacations.

Tip: Review your financial plan every year to keep it up to date. If you set it up properly initially, it is relatively easy to review and keep current.

This Financial Guide allows you to take the first step towards a solid plan. By following the instructions and guidelines contained in it, you can find out where you are now and how you can put your plan into action. There are many ways to approach setting up a financial plan. The one outlined in this guide is just one of a number of approaches. Your financial advisor can assist you in setting up the financial plan that best meets your particular situation and needs.

Financial Planning Toolkits (Workshops and Worksheets) Available to MEMBERS only

Financial Planning Checklist
Personal Finance Basics
Investment Basics
Education Planning
Estate Planning
Insurance Planning
The Basics of Buying a Home

GET STARTED

Retirement Planning

Wealth Management

Financial Wellness Assessment

Fee-based Advisory Services

Sign Up for Creating Capital's Free Weekly Financial Education NEWSLETTER
CREATING CAPITAL

The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth  team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.

CONTACT US

12th Floor, UBA House,
57 Marina, Lagos
Tel: +234-1-280-8862
wealthmanagement@unitedcapitalplcgroup.com

Copyright ©2018 Creating Capital Circles.

Register Or Log In to benefit from our array of services and get your financial life back on track