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Chapter 3. An RX for Investment and Tax ... > Making Your Money Work for You

Making Your Money Work for You

You have just completed Step 1 (Examine) and Step 2 (Diagnose) in the financial planning process. You are now ready for Step 3 (Prescribe). The concepts and principles of investing discussed in this section may be considered a prescription to aid in the improvement of your financial health.

No one financial prescription is right for everyone, just as no single medical prescription can be applied with equal results. Once a recommended action is taken, it is important to monitor the results (Step 4) and make any adjustments that may be necessary on a regular basis.


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