Aug 1 • Planning 101
Planning 101 - How to Build a Financial Plan That Doesn't Suck!
Let’s be real—most financial plans are either copy-paste nonsense or built for fantasy income that doesn’t exist outside of LinkedIn posts. That’s why we made this: a no-fluff, clarity-first planning tool that helps you build a financial plan that actually fits your life.
🚫 What This Isn’t:
- A sales funnel for some advisor’s yacht fund
- A spreadsheet that makes you feel dumb
- A guilt trip about your Uber Eats habit
✅ What This Is:
- A structure to help you see your money clearly
- A way to avoid the 5 most common planning fails (yes, we’re looking at you, “debt snowball with no emergency fund”)
- A tool to help you decide your next move with confidence
🔍 What You’ll Find Inside:
- UFP Clarity Calculator to break down your income and expenses
- Financial Stress Meter to check your vibes
- Next Move Checklist so you stop spinning and start winning
- Pie Chart of Income Allocation (because visuals help)
- Common Mistakes to Avoid—like copying someone else’s plan or ignoring insurance until it bites you
📌 Action Step: Fill it out. Submit it for roast & review. Let’s make sure your plan doesn’t suck.
🗣️ Drop your biggest “aha” moment or planning fail in the comments. We learn faster when we share the cringe.
#ClarityOverChaos #UFPPlanning101 #FinanceUnfiltered #DIYWealth
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Planning 101 - How to Build a Financial Plan That Doesn't Suck!
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Challenge inefficiency, audit advice, and provide bias-free structure around your goals. No sales pitch. Just advice your advisors don't give.
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