In the My Plan section, each month we profile a family and evaluate the feasibility of them being able to reach their financial goals through a thorough analysis of their finances. We engage a financial planner in this exercise, and the entire process is pretty detailed and elaborate. So, when a few people wrote in to check how the process works, we felt it would make immense sense to share what entails the making of a financial plan. And, though the circumstances or characteristics of your life influence your financial concerns and plans, the process is standard for you to make a beginning.