How to Create a Financial Plan for Every Phase of Life


A man sitting at an office desk with paperwork and a female service member on the other side.

A financial plan is like a roadmap for your money — without one, it's hard to know where your money's going or where it'll end up. That's why it's important to have a financial plan for every stage of your life. You can create one that meets your specific short- and long-term goals, then update it along the way as life happens.

If you don't know where to start, don't worry. A personal financial counselor can help at no cost to you. Once you have a financial plan, just stick to it and enjoy the path to financial freedom.

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