Financial Planning for Generation X & Y Women
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Achieving Financial Security

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Achieving financial security involves making investments in yourself and planning for the future, something you have been learning to do throughout your enrollment in Wi$eUp. A regularly updated comprehensive financial plan will improve your ability to navigate unexpected developments, achieve personal goals, and maximize opportunities. A comprehensive financial plan should reflect your savvy as a consumer, a parent, and a member of the workforce. A financial plan anchors your aspirations in each of these areas to your financial reality. By reflecting on each of these areas, you can begin to imagine the steps necessary to maintain financial security throughout your lifetime.

This chapter takes you a little further into the future by examining:

  • your own training and education needs,
  • investing in your children and parenting for financial literacy and higher education,
  • developing a comprehensive plan,
  • and estate planning basics.