Edit - June 2019

I have decided to dive deeper into these individual topics to provide a detailed view of the steps as below

1. Expense tracking

2. Budgeting

3. Pay yourself first

4. Emergency fund

5. Term Insurance

6. Goal planning

7. Longer term

   1. Conservative investors

      • Short term

      • Medium term

      • Near long term

      • Long term

   2. Aggressive investors

      • Short term

      • Medium term

      • Near long term

      • Long term

8. Estate planning

Happy Investing.