You’re Literally a Business in Your Financial Plan

Get your own MoneyMoat Financial Plan here!

Just like a business that does their own financial planning, budgeting and goal setting — now you can too!

  • Step 1: Establish your goals and what you need to accomplish those goals
  • Step 2: Understand your cash flows by creating your own Cash Flow Statement
  • Step 3: Get a snapshot of your overall financial picture with your own Balance Sheet

You can keep taking this concept further and the parallels sync up quite well, but remember it’s just a guiding theme. You can call it whatever you want and design it however you like, but the most important thing is to have the Big Picture and make progress towards your Goals.

If you have any insights to share or questions, you can always email: