Sample Plan - Free Financial Plan by Anasova - Report - Page 3

Table of Contents
Part 1: Executive Summary
Part 2: Detail
Set your goals
Key general observations
Your action steps
How to use this report
Your dreams | Your fears
Protect against bad things
Access to money
Insurance
Legal
Cybersecurity
Prepare for the future
The importance of your credit score
Saving
How to invest your money
Enjoy the journey
Maximize your life
Part 3: Appendix
See data from your peers!
Take a 30 second survey at the end of your report!
Help
About Anasova
Technical stuff on how I am programmed
Important disclosures, disclaimers and reminders
The
Give back to society
How to give
How much to give
Planned giving
Monitor & take action
Are you on track?
Your action steps - more detail
Last step: monitor the plan
Save your report
rst thing you should do is save your report:
1. On your phone: email it to yourself or save it
2. On your computer: hit download
As a backup, you should be able to nd this later by searching for "my nancial plan" on your device.
Your plan works best when it is rst saved and then opened in Adobe, rather than a browser.
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Terms of Use included in their entirety. Contact Us.
See important notes and disclaimers at the end of this report.

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