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Personal Financial Planner Preface This Personal Financial Planner is packaged free with each copy of Personal Finance, Fourth Canadian Edition, by Poor, Laban, Hughes and Ahmad purchased from McGrawHill
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This personal financial planner is a tool used to help individuals organize, track, and manage their finances.
Any individual who wants to take control of their finances and improve their financial situation can use a personal financial planner.
To fill out a personal financial planner, gather all your financial information, such as income, expenses, savings, investments, debts, and assets. Then, organize and categorize this information in the planner to create a comprehensive financial picture.
The purpose of this personal financial planner is to help individuals set financial goals, create a budget, track spending, monitor progress, and make informed financial decisions.
Information such as income, expenses, savings, investments, debts, assets, financial goals, and budget details must be reported on this personal financial planner.
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