Planning is the key element to financial prosperity and investment growth…

• Set goals and priorities
• Make a budget
• Basics of banking and saving
• Basics of investing
• Invest in stocks
• Invest in mutual funds
• Invest in bonds
• Buy a home
• Control your debt
• Save for college (if you have kids)
• Reinvest your money
• Plan for retirement (401k, IRA)
• Asset allocation
• Hire a Financial advisor 
• Health insurance
• Understand taxes, and tax codes
• Home, Life insurance
• Estate planning
• Take advantage of employee stock options

I highly recommend a yearly review of your financials goals.
Annual financial planning review serves many purposes- allowing you to evaluate and adjust your goals, ensuring that your strategies are aligned with your goals.