What we're about

A New Year is coming, I bet you got goals and resolutions, for 2020 whirling in your head, so Happy New Year! –in a few months. You want to do something with them? Your goals and resolutions that is. Something that’s fun and practical? Well then, welcome (and come!) to the Easy Financial Planning group.

The easiest way I can explain to you what Easy Financial Planning is, is to simply say it’s like ‘Your Money GPS’; or another analogy I like to use, to describe it, is that of a financial ship (…your financial ship) at sea.This ship has port holes of various size (representing the 7 areas of Personal Financial Planning), that can be fully opened to fully closed, to prevent water (financial problems) from getting into your financial ship. If all port holes are closed tight, at the right time, the financial ship can continue to float and withstand any violent ocean (financial problems) waves. However, when the ocean is calm and the wind is gentle and the sun is shining, all port holes can be opened wide and the financial ship will continue to float and have no problems (taking on water) on such a calm ocean. The ocean or the water—the financial problems—can sink the financial ship. The degree of openness or closeness of the port holes represent your control over how tight or lose your financial planning and controls are. Your financial planning and controls are the things you do and the ideas you have; and your controls are the tools you use to prepare and execute your plans to keep your financial ship afloat. So, join me and lean how to put your goals (whether a one-time; or on-going) and resolutions into a plan, that’s easy to create and manage.

As a retired federal planner, I know from academics and experiences, the importance of a deliberate plan to succeed, at a specific goal or at a long-term continuous activity, like managing your finances month to month. It’s important to understand and create linkage between your happiness; your plans and achieving of your goals and meeting your responsibilities. With Easy Financial Planning, there are some Processes and Procedures and an Application, that assist you to incorporating your goals, resolutions, responsibilities (expenses), assets and liabilities into a plan. A plan that gives you a constant awareness of your financial position or condition.

So, if you are interested, come check out Easy Financial Planning and the Money GPS. Remember, you have less than 3 months for the learning curve and setting up your plan, to be ready for January 1st! So, join us and to lean to create your Easy Financial Plan.

Upcoming events (5+)

Easy Financial Planning Group

Needs a location

At this meeting I will discuss the Processes, Procedures and Application used in Easy Financial Planning.

Easy Financial Planning Group

Needs a location

At this meeting I will discuss the Processes, Procedures and Application used in Easy Financial Planning.

Easy Financial Planning Group

Needs a location

At this meeting I will discuss the Processes, Procedures and Application used in Easy Financial Planning.

Easy Financial Planning Group

Needs a location

At this meeting I will discuss the Processes, Procedures and Application used in Easy Financial Planning.

Past events (2)

EFP Beta Group

Layton

Photos (2)