| Organizing Your Personal and Financial Data.(About You) |
Keep finances under control |
Use the tools provided |
Insure Your Self |
| identify Which Time Value of Money Calculation to use |
Assessing your Personal Type Who am I? |
Gross Montly Income |
Make a Will |
| Create Personal Financial Statements |
Find how your personality may influence your personal finances |
List of monthly expenditure |
Peridically review your Spending plan |
| Apply the time Value of Money |
Planning in the good times and when the salary is coming in. |
Debt ratio: Total debts/ Total assets (%) |
Make sure that you contribute more toward your retirement as you earn more |
| Evaluate Your Personal Finances |
Paying your self first |
Total assets |
Monitor the performance of investmen. Make adjustment where nessary |
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Up date your various insurance safety nets to reflect in income or personal circumstances |
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Keep your Finances in order |