Step-by-Step Financial Planning Program
Educating families about financial security


Achieving economic security requires more than just a good income, some money in the bank, a home, financial knowledge, and a good neighborhood;  it requires taking your goals, matching them up with a realistic plan that accounts for and mitigates against risk, and executing that plan over a period of time. The Step-by-Step Financial Planning Program is available to current homeowners who have been in their home for at least a year. If you are on the path to becoming a homeowner, keep this program in mind as your next step after purchasing your home.

Throughout the program, INHP will work with you to:

• Understand your needs

• Develop a plan that considers:

• Your financial goals
• Your stabilized assets, liabilities, income, and expenses, along with the risks that may cause reality to differ from expectations and how these risks can be mitigated
• Tax issues
• Legal advice
• Your unique circumstances that may affect your plan

• Provide a plan that is portable and offers longer-term follow-up services and referrals

• Help you develop asset-building strategies

• Help you develop risk-mitigation strategies

• Help you understand financial literacy and planning focused on your household income

What do you receive during the program?

• Materials including:  a summary of your current economic security status, a financial forecast of future economic security status, and a written plan to achieve that status that is understood by you
• Workshops on financial topics (e.g. insurance coverages, estimating retirement needs, or estate planning)
• One-on-one meetings with an advisor to develop plans, action steps, and feedback. 
• Internet capability that provides an option for program delivery that allows you to access information at your convenience.
• Opportunity to have follow-up meetings with your advisor after completion of the program should you have questions or require additional assistance.

To learn more about the Step-by-Step Financial Planning Program or to schedule and appointment, please call:

Nellie Slash, CFP®
Certified Financial Planner™ Practitioner
INHP Financial Planning Specialist
317.610.4661 or e-mail nslash@inhp.org