
Financial planning
I want to travel the world, start my own business, work less, or… [fill in the blank]. But how do I make this happen? Should I save or invest? Wait a minute… how much money do I actually need to achieve this dream? The path to financial independence starts with a clear financial plan—a plan for both short term and long term goals. Elfin helps you create this plan! Quickly set up your profile and receive personalized to-do’s for building your financial plan.
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What does financial planning mean?
Realizing your dreams starts with money. Money enables you to take that dream trip, quit your job, or buy that beautiful house. But how do you balance dreaming with living in the present? And what do you need to do financially each month to secure your future? You’ll find answers to these questions as you begin your financial planning. This will form the foundation for the financial decisions you’ll make.
How do you make a financial plan?
You create a financial plan for yourself and/or your family or partner with the goal of gaining insight, clarity, and a future perspective. Simply saying you don’t have a pension won’t help you in retirement. Acknowledging that you don’t have a pension, understanding how much retirement income you need, and starting to work on it today—that’s what matters. Taking action is crucial for your future. You can create a financial plan yourself (with Elfin’s help), or hire a financial planner to guide you.