Purpose: To have one place organized for easy reference and for better operating my financial
domain.
Sub-function: Keep reminders for each areas, such as how to buy or organize,etc.
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TABLE OF CONTENTS: The following is a possibility of what the tabs and organization might look like.
(See also Site Map III, Constructing The Life You Love, 105-90 Goal Modules, Financial Goals.)
GOALS
ACTION PLAN
FINANCIAL STATEMENT
ASSETS
Bank accounts
Savings
Investments
Auto
Buying
Home
Buying/selling
LIABILITIES
INSURANCE
INCOME
TAXES
SPENDING
Shopping - Tips and places to shop to save money
Travel - Tips and places to look for the right travel
RETIREMENT
Social Security
Savings plan
Retirement model
RESOURCES
Advisors
Financial software
For forms: See The Automatic Millionaire Workbook, David Bach
