Figuring Out Your Financial Assets and Obligations
Like so many of us, life is busy, and we often do not readily have an overall picture of our financial assets and obligations. To help a young family (or any individual/family/partners) understand what they can currently afford and to plan for future affordability in selecting an option, a question-and-answer session may be helpful. Whether planning on your own, as a CPT member, or meeting with an agent or advisor, this exercise may reveal priorities and issues.
Answering questions/topics that apply to you should help you create a document or fill in an online budget tool to kickstart your path to a more solid understanding of your financial picture.
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