Financial planning

I want to travel the world / start my own business / work less / fill in the blank. But what should I do for this? Save, or invest anyway? Wait a minute … how much money do I actually need to realize this dream? The start to financial independence begins with a clear financial plan. A plan for both short-term and long-term goals. Elfin helps you make this plan! Create a profile quickly and get to-do’s around making a financial plan.

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What does financial planning mean?

Realizing your dreams also starts with money. Money helps you take that dream trip, quit your job or buy that one beautiful house. But how do you keep balance between dreaming and living in the now? And what do you need to do monthly financially for your future? You will find answers to these questions as you get started with your financial planning. This is the foundation for the financial choices you will make.

How do you make a financial plan?

You prepare a financial plan for “yourself and/or your family/partner.” The idea is to gain insight, overview and future perspective. Just shouting that you don’t have a pension won’t help you in retirement. Calling out that you don’t have a pension, knowing how much retirement income you need and working on that today is what you want. Taking action is important for your future. You can create a financial plan yourself (with Elfin’s help), or you can hire a financial planner to do so.

Check out the e-courses

Looking for help creating your own plan easily from the comfort of your own living room? Check out the e-course “Create your financial multi-year plan” now and be inspired by Elfin to build insight, overview and a plan.

E-course

Create your multi-years financial plan

What can you invest per month and what do you want to invest it in? A question often asked. To answer that, you need to know what your short- and long-term plan is. With this e-course you will know exactly how to achieve your dreams and goals financially.

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