How do you make your life better? get more control? protect your family? Create a personal financial plan. Start here! The main reason for planning is to get things done faster and avoid problems. Examples of plans include things as simple as a shopping list to more complex plans like a building construction plan. Think of a Financial Plan as a faster way to your “financially better place”. This is an overview of 7 keystones of a financial plan. So you can see how they all fit together.