Process of Personal Finance Planning Process

Process of Personal Finance Planning Process

Following are the steps one can follow to achieve the personal finance goal.

1.?????? Analyse the Income and Expenses (including expenses pattern).

2.?????? Define your financial goal.

a.?????? Short term financial goal

b.?????? Long term financial goal

3.?????? Develop your financial plan:

a.?????? Flexibility

b.?????? Liquidity

c.?????? Protection

d.?????? Minimize tax liability

4.?????? Implement your financial plan

5.?????? Review your financial plan

By adopting and discipline in above points one can achieve their plan.

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STTA BLOG

17+ Years exp. in QA, Testing, Automation Testing, Selenium, Appium, Jmeter, SoapUI. Automation testing blogger.

1 个月

Nice explanation sir. I find out more details on personal finance here https://wisefinancetips.com/10-actionable-personal-finance-tips/

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Tejash Patel

MSc International HRM Graduate | BBA Alumnus | Event Management Professional | Published Researcher in Business and HRM

1 个月

Very informative

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Narendra Vekariya

Banker with 18 years experience

1 个月

Insightful

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Priyanka Modi

Manager & Branch Operations Head @ HDFC Bank Bardoli

1 个月

Great advice

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Pavitram Groundnut oil

Owner at Pavitram groundnut oil

1 个月

Great advice

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