Four Questions


Image: Danilo Rizzuti /

This guide describes the process I use in personal financial planning. The process is structured as four steps (I’m developing a separate article for each one), and it might help to think each step as your response to a question you must ask yourself.┬áDeveloping your answers to each of these questions will require introspection, research, and some very basic mathematics.


When you’re satisfied that your answer to the first question is honest and thorough, move on to the next:

  1. Where am I starting?
    Step 1: Establishing a baseline.
  2. Where am I heading?
    Step 2: Defining your goals.
  3. How will I get there?
    Step 3: Developing your plan.
  4. How am I doing?
    Step 4: Monitoring your progress.
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