Gene Natali has taught Collegiate Personal Finance for 7-years. Join us each week as he brings the classroom to the Troutwood community.

Week 2 Office Hours: Building a Financial Plan, getting started

In this episode of office hours you will learn the first step in building a financial plan. Turn on your computer, get out a note pad and let's get started!

Building a financial plan paragraph one. Begin with answering four questions about yourself:

- Who are you?
- What do you want to do?
- Where do you want to do it?
- How will you do it?

For extra credit, then list 5 financial/life goals.

ABOUT Troutwood 👇

Troutwood provides investment and financial content that helps to remove the fear of finance and replace it with knowledge and confidence. Retirement in America is changing from employer directed to employee directed. Our objective is to help prepare individuals for this change. To help people learn to invest with understanding.

This channel allows us to share our passion for personal finance, the stock market, financial literacy, education, investing, and financial planning.

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