To help guide you on your journey to a secure financial future, follow these steps to get your plan under way. Get organized. Before starting a trip, one of the first steps is to gather your travel essentials – such as your passport, itineraries and personal items. The future of finance CEOs are looking to the finance function to take on a considerably broader and deeper set of strategic responsibilities than ever before. The finance function must disrupt itself to meet the demands of its customers, including regulators, corporate boards, sales and marketing departments, suppliers, and internal and external auditors. A financial plan is a comprehensive document that includes details about your cash flow, savings, debts, investments, insurance and other elements of your financial life. A good financial plan takes the stress out of setting and prioritizing goals, and maps out clear strategies for achieving them.