An easy financial plan builder that gets you to think and plan your personal finance.
The FI Woman Financial Plan is designed to guide you through the steps of setting S.M.A.R.T financial goals and developing actions that get you results.
Identify financial goals, assess your current financial situation, and create short, medium, and long term actions that will help you accomplish your goals.
Several built-in features help you stay accountable. For example, sharing actions from your accountability plan with an accountability partner is easily done with a conveniently placed share button.
Building your financial plan is a simple 4 step process:
1. Identify 3-5 Financial Goals
2. Document your current income and expenses (cash flow)
3. Document your current assets and liabilities (net worth)
4. Develop short, medium and long term actions to accomplish your goals (personalized roadmap)