1. How to Create a Financial and
Life Plan – That Work!
Andrea Travillian, MBA
http://www.takeasmartstep.com
@smartstep
Join the chat: #Finmoneylife

2. Without a Plan
Reaching Your
Goals will be Like
Playing Darts in the
Dark
Tweet This!
www.takeasmartstep.com/darts

3. Life Plan
This is your Why!
Without a Why it is hard to stick to any plan.
• Values
• Vision Statement
• Mission Statement
– Health is my number one focus. After achieving
health I am able to create a happy home, a successful
business, wealth and be able to help others.
• Goals
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4. Financial Plan
How you will achieve the financial
components of your life plan.
• Select a Goal From Life Plan
• How much money to achieve this goal
• How much to save each month to achieve this
goal
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5. Integrate into Daily Life
Planning is great, but only helps if
you take action.
• Break goal down into small
actionable steps
• Transfer items to calendar or Todo list
• For financial goals, add them to
your budget
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6. Examples
Non-Financial Goal
Value: Health
Goal: Lose 20 pounds
Create a 500 Calorie Deficit Daily
1. Exercise – 250 calories
– Select workout
– Schedule workout
2. Eat 250 less calories
– Determine your resting
calorie burn
– Select food tracker
– Create menu
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Financial Goal
Value: Independence
Goal: Net Worth $1 Million
“Save” $1,000 a month
1. Increase Investments
– Select IRA investment
– Open up account
– Set up transfer to IRA
2. Decrease Debt
– Pay $600 extra each
month to debt

7. Stay on Target
• Evaluate your progress quarterly
• Redo full plan once a year
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8. Questions?
www.takeasmartstep.com
@smartstep
#Finmoneylife