Your Financial Action Plan

Equipping Latinos and other DC-area residents with the skills and financial tools to create a better future for their families and communities.

Your Financial Action Plan

Once you understand your current financial picture, you have a great opportunity to better define your long-term goals and identify concrete next steps to improve your financial health or satisfaction. 

Would you like to own a home? When? Where? For how much?

How about starting your own business? How much start up capital will you need?

Would you like to purchase land or send money back to your home land?

Do you have investments? Retirement plans? Short and long term written financial goals? For what purpose?

Create your own Financial Action Plan today!

Financial goals are usually much larger than simply having good credit or keeping a tight budget. They are parts of a much broader comprehensive financial action plan. What does your ideal financial picture look like in the future? What can you begin to do today to improve your financial health or satisfaction?

Once you understand your current financial picture, you have a great opportunity to better define your long-term goals and identify concrete next steps to improving your financial health and satisfaction.

Use an action plan to outline your financial situation and put your ideas and thoughts on paper. This plan will help guide you and remind you about your goals and commitment to achieving your financial dreams.

Ready to put together your plan?  Click below to access your LEDC Financial Action Plan.

Files:
Name Date File size    
LEDC Financial Action Plan 2012-11-11 90.18 KB

LEDC Plan de Accion Financiero (Spanish) 2013-04-02 98.5 KB

Success Story

  • Braudilia Mendes +

    For Braudilia Mendes, what she didn’t realize was that she needed to take control of her credit before she could Read More
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