One of the key challenges of Financial Planning is just getting started because most people don’t know what to do first. The good news is that financial success is well-within your control. To create a financial plan you can stick with, let’s take a step back and ask these questions

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* 1. What Homeport property do you live in?

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* 2. On a scale from 1 to 5, my confidence level in my ability to manage my personal finances is

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* 3. I would like to learn about the following topics

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* 4. If Homeport or a partner offered individual one-on-one credit or budget counseling sessions in your community, would you commit to attend?

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* 5. My most important financial concerns are

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* 6. I currently have financial goals

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