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Let s Make A Plan! Training Manual Brought to you by the Mohawk Area Public Health Coalition, in conjunction with Nancy Jane Gotta, Disability Law Center, under a grant from the National Association
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Visit the Let's Make a Plan website or app.
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Regularly revisit and update your plan as you make progress or encounter new opportunities or challenges.
Who needs Let's Make a Plan:
01
Individuals who want to set clear financial goals and strategies to achieve them.
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Couples or families who want to establish joint financial goals and effectively manage their finances together.
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Entrepreneurs or small business owners who need assistance in formulating business plans and strategies.
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Individuals experiencing major life transitions or financial hardships, such as divorce, job loss, or retirement, who require guidance in rebuilding their financial stability.
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Anyone looking to take control of their life and create a structured plan for personal growth, self-improvement, or overall well-being.
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What is let's make a plan?
Let's Make a Plan is a financial planning initiative that helps individuals create and achieve their financial goals.
Who is required to file let's make a plan?
Let's Make a Plan is not a filing requirement; it is a tool individuals can use to plan their finances.
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Let's Make a Plan can be filled out online by creating an account and entering relevant financial information.
What is the purpose of let's make a plan?
The purpose of Let's Make a Plan is to assist individuals in creating a comprehensive financial plan to meet their personal financial goals.
What information must be reported on let's make a plan?
Let's Make a Plan requires individuals to provide information about their income, expenses, assets, debts, and financial goals.
When is the deadline to file let's make a plan in 2023?
There is no specific deadline for filing Let's Make a Plan as it is a self-guided financial planning tool.
What is the penalty for the late filing of let's make a plan?
There are no penalties for the late filing of Let's Make a Plan as it is a voluntary financial planning tool.
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