sophomore year

Creating a Financial Plan

Sophomore Year Overview

SUMMARY OF SOPHOMORE YEAR We’ve completed our “Sophomore Year” now and have focused mainly on managing our personal risk through insurance.  Insurance is a vital part of a financial plan, so it’s very important to thoroughly go through your current policies and consider any additional insurance you may

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welcome!

I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.

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diy fianancial checklist

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complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.