{"id":1029,"date":"2015-11-02T16:02:36","date_gmt":"2015-11-03T00:02:36","guid":{"rendered":"http:\/\/ivwealthreport.com\/Report\/?page_id=1029"},"modified":"2020-07-12T14:12:27","modified_gmt":"2020-07-12T21:12:27","slug":"part-vi-construct-your-financial-plan","status":"publish","type":"page","link":"https:\/\/ivwealthreport.com\/Report\/book-4-intrinsic-value-and-the-pillars-of-wealth\/part-vi-construct-your-financial-plan\/","title":{"rendered":"Part VI &#8211; Construct Your Financial Plan"},"content":{"rendered":"<p><strong>The Financial Plan<\/strong><\/p>\n<p>Financial Planning Worksheets: Goal Setting, Balance Sheet, Income Statement, Budgeting<\/p>\n<p><a href=\"http:\/\/ivwealthreport.com\/wp-content\/uploads\/2015\/11\/Foundations-of-Financial-Planing.xlsx\">Financial Planing Worksheets<\/a><\/p>\n<p><strong>Business Projections Template<\/strong><\/p>\n<p><a href=\"https:\/\/cdcloans.com\/locations\/orange-county\/\">Template courtesy of CDC Small Business Finance<\/a><\/p>\n<p><a href=\"http:\/\/ivwealthreport.com\/wp-content\/uploads\/2019\/03\/2018-projections-template.xls\">Business Projections Template<\/a><\/p>\n<p><strong>Investment Planning<\/strong><\/p>\n<p><strong>Insurance Planning<\/strong><\/p>\n<p><strong>Tax Planning<\/strong><\/p>\n<p><strong>Retirement Planning<\/strong><\/p>\n<p><a href=\"http:\/\/ivwealthreport.com\/book-4-intrinsic-value-and-the-pillars-of-wealth\/part-vi-construct-your-financial-plan\/retirement-calculators\/\">Retirement Calculators<\/a><\/p>\n<p><strong>Estate Planning<\/strong><\/p>\n\n\n<p><strong>Financial Planning Process (Draft)<\/strong><\/p>\n\n\n\n<div class=\"wp-block-file\"><a href=\"http:\/\/ivwealthreport.com\/wp-content\/uploads\/2020\/07\/Financial-Planning-v11.pdf\">Financial-Planning-v11<\/a><a href=\"http:\/\/ivwealthreport.com\/wp-content\/uploads\/2020\/07\/Financial-Planning-v11.pdf\" class=\"wp-block-file__button\" download>Download<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Financial Plan Financial Planning Worksheets: Goal Setting, Balance Sheet, Income Statement, Budgeting Financial Planing Worksheets Business Projections Template Template courtesy of CDC Small Business Finance Business Projections Template Investment Planning Insurance Planning Tax Planning Retirement Planning Retirement Calculators Estate &hellip; <a href=\"https:\/\/ivwealthreport.com\/Report\/book-4-intrinsic-value-and-the-pillars-of-wealth\/part-vi-construct-your-financial-plan\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":985,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/pages\/1029"}],"collection":[{"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/comments?post=1029"}],"version-history":[{"count":9,"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/pages\/1029\/revisions"}],"predecessor-version":[{"id":2368,"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/pages\/1029\/revisions\/2368"}],"up":[{"embeddable":true,"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/pages\/985"}],"wp:attachment":[{"href":"https:\/\/ivwealthreport.com\/Report\/wp-json\/wp\/v2\/media?parent=1029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}