The Financial Planning Pyramid
A visual look at your financial plan
Good advice. Well given.
Every successful retirement starts with a plan
Planning ahead is critical to ensure a financial future that you can enjoy. If you’re not sure how to plan ahead, take a look at the Financial Planning Pyramid.
This widely accepted and simple tool can help you create a financial plan that is built on a solid foundation. The pyramid illustrates which financial matters you should address first: debt reduction, insurance needs, a properly drawn will and an emergency fund.
As you move up the pyramid (by reducing debt and acquiring assets), your income protection needs are replaced by your need to accumulate more wealth.
A Certified Financial Planner can help you make the most of the Financial Planning Pyramid. Your Murrick Financial Planning Advisor can help you plan ahead for your long-term plan by using this powerful tool.