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How to Create a Personal Financial Plan

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abundance, security or peaceful in your money story, then your mission statement might look something like this:The [Your Last Name] financial mission is to live with abundance and , creating a peaceful home.

We will do this by eliminating debt, funding our investment accounts with 20% of our income each year, and communicating openly about the problems or fears that we face with our finances.

Your mission statement is the core of creating your financial plan, and it may take some time to drill down to the essential pieces you want to include.

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