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What Is The Financial Planning Process

What Is The Financial Planning Process

Discover how to become financially independent without giving up lattes or living on bread and water. I invite you to check out this short video covering the financial planning process. In this video you’ll discover: Setting short- & long-term goals. Making...
What Is A Financial Plan Used For?

What Is A Financial Plan Used For?

What Is A Financial Plan Used For?   We all know we should have savings. But when it comes down to actually doing it, Americans tend to fall into 2 camps: planners and non-planners. Planners usually know what they’re saving for, how much they need to sock away,...
What’s Included In A Financial Plan?

What’s Included In A Financial Plan?

What’s Included In A Financial Plan? A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions. Despite the importance of a personal financial plan, many people don’t know...
The Benefits of a Financial Plan

The Benefits of a Financial Plan

“FAILING TO PLAN IS PLANNING TO FAIL” While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances,...
What Is a Financial Plan

What Is a Financial Plan

What is a Financial Plan? We all have things that we would like to achieve before we die. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than...