AMSGPSL - 1 - Plan Process
- jimm1
Key Points
References
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Key Concepts
SWP Plan Process
Discover Your Life Plan: Who, What, Why, How
the 7 AMSGPSL steps summary
Step 1 - assessment
who are you?
who depends on you?
who do you depend on?
where are you now?
what are your goals?
what is your plan now?
how is your plan working?
where do you need help?
where are you on the SWH 7 steps?
how did you do on the SWH Wealth Quiz?
what are your priorities now?
5 years from now?
what is your process to change?
Step 2 - build your plan
Step 3 - live your plan
Step 4 - update your plan
SWH Smart Money
SWH Wealth Building Quiz
SWH Money Management Quiz
https://yourmoneytoday.net/the-worst-financial-mistakes-you-can-make
Not Saving For Retirement
Borrowing Money From Your 401k
Spending More Than You Earn
Not Having Enough Insurance
Investing In Risky Stocks Or Schemes
Not Having An Emergency Fund
Taking Out Loans You Can’t Afford To Repay
Marrying The Wrong Person
Avoid These Financial Mistakes At All Costs!
Potential Value Opportunities
Potential Challenges
Candidate Solutions
SWP Plan Tools Capabilities
capture the full AMSGPSL plan process - all steps
quizzes - why you need a plan, where are you now, how do you plan, plan elements - goals, use cases, scenarios, contraints, assumptions, assets, liabilities, decisions, options, interfaces, people, parties, roles
Step-by-step guide for Example
sample code block