Five Step Money Action Plan Walkthrough

These are the five steps in the MAP system. Starting with this page you can walkthrough each of the five steps to see what is involved with each. At the bottom of each page you there will be a link to the next step.

You can also go directly to the step you want to explore using the QUICK STEP MENU.

The Five Steps correspond to the five books in the Money Action Plan Book Series.

We feel strongly that you should start with the first step and master that step before you go on to the next step. These steps build on each other so a complete understanding of a step is necessary to move forward.

This may sound like a lot of work, but the reward will be a lifetime of money management that can make you wealthy by the time you retire.

This is not a get rich quick scheme. This is to help you manage what income you do have so it helps you in the most beneficial way.

ACTION STEPS

Step 1Income, Expense, Budget, Assets, Liabilities, Net Worth

Task 1 – List Your Income and Expenses

Task 2  – Create and Manage Your Budget – Income and Expense Budgeting

Task 3  – List Your Assets, List Your Liabilities and Review Your Net Worth

Step 2   – Review Your Income and Expenses

Step 3  – Plan and Manage Your Investments

Step 4  – Plan and Manage Your Retirement

Step 5  – Plan Your Estate