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INVESTMENTS
ONE-YEAR PLAN $
FIVE-YEAR PLAN $
LIFETIME PLAN $
1. PERSONAL ASSETS
Home
Furnishings
Automobiles
Apparel
Jewelry
2. INSURANCE
Life insurance
Health insurance
Liability insurance
Disaster insurance
Business insurance
Self-insurance
3. REAL ESTATE
Raw land
Farm land
Rental housing
Commercial Real Estate
4. YOUR OWN BUSINESS
Business #1
Business #2
5. SOMEONE ELSE’S BUSINESS
Stocks
Mutual Funds
6. MONEY MARKET
Bonds
Notes
Loans
Annuities
7. TANGIBLES
Metals
Diamonds
Art objects
Collectibles
Others
46 Workbook 3: Prepare for the Future
Financial Freedom International ©
