Financial Planning Guide2019-05-20T15:28:28+00:00

The Modernize Wealth Guide to Family Financial Planning

Helping Families Create a Financial Blueprint to Experience Their Money Differently

Do I Really Need a Financial Plan?

If you haven’t created a budget, taken a personal finance class or worked with an advisor, you might think that you don’t need one. You might think that planning is only for the uber-rich. Or you might think that you don’t want to plan because it only makes you sacrifice today for some distant tomorrow. 

Or maybe you think you don’t need a plan because you’ve seen plenty of people go through life without any sort of plan and they seem to be doing just fine. The thing is, if statistics are any indication, most of the people who seem like they’re doing fine really aren’t. They’re doing OK but aren’t prepared for the unexpected things that can happen at any time.

You need a financial plan because it helps you to live the life that you want today and in the future. It protects you from the unexpected and puts you in control.

How Do I Create A Financial Plan?

That’s the million dollar question! We created this financial planning guide to walk you through the financial planning process we use. It will help you create your personal financial plan (we call it a Financial Blueprint) and provide worksheets, assessments and tools to help you along the way.

What is a Financial Plan?

Think of it like building a home. Unless you’re given the opportunity to tell the architect or builder about your vision for it, it won’t feel like a home at all. A good financial plan creates a solid foundation.

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How to Create Your Blueprint Using the Modernize Wealth Financial Planning Process

Our process will help you create a clear vision for the future and determine what you need to do to get there.

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Deconstructing the Financial Blueprint: A Financial Plan Example

To help you create your own plan, we’ve broken it into 7 sections or keys. In this article, we’ll give you an overview of each key in the financial plan template.

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Make Budgeting Easy with Our Budget Template

Budgeting can feel overwhelming if you’ve never done it before. Or if don’t know where to start! We’ll put you on the right path with our Budget Template and tips for creating a budget.

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Photo of a Father and Son Working in Our Financial Planning Guide

Getting Help From a Pro

If you get stuck, you might want to get the help of a financial advisor like Modernize Wealth. We’ve invested in a set of comprehensive financial planning tools designed to help you easily answer these questions.

Our tools also allow us to easily create what-if scenarios to help you find the right path to reach your goals. Or help you make changes to your financial plan when circumstances, good or bad, unexpectedly change.

Modernize Wealth understands the challenges faced by the average family when trying to navigate the future and the financial planning process. We’re here to help you grow and protect your family’s finances whether it’s through a financial plan your create on our own or working with us to create your Financial Blueprint.

6 Essential Questions to Ask a Financial Advisor

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