2.5. Putting It All Together

Each of your goals has a different timeframe and a different investing plan. You may have 30 years until retirement, while your kid heads to college in 10. Seeing the big picture of your goals is your first step in building a comprehensive plan. That high-level perspective includes each of your goals, their priority, investment plan, and timing. If your try at a plan doesn't work, you can make adjustments until you find a mix that works within your budget, as you can see below.