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July 19, 2021 31 min

The first steps in creating financial plan are GO, Net, Flow. That is:

1. Get Organized
2. Net Worth
3. Cash Flow

The full episode can be found at:

RetireMentorship.com/25

Get your accounts organized, calculate your net worth, and track your income and spending with RightCapital.

Organize your financial files with OneDrive.

Budget like a pro with YNAB (You Need a Budget).

Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

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If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com

Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.

Join our FREE membership community to receive exclusive content at RetireMembership.com.

The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)

Find my financial planning firm at LaxFP.com.

Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

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