We've all heard the terminology, but do you really know what all is involved in a Financial Plan?
To give you a quick breakdown, a comprehensive plan takes into account:
- Investment Management
- Tax Strategy Planning
- Estate Planning
- Dementia Planning
- Education Planning
- Budgeting
- Cash Flow Needs
- Retirement Planning
- ...just about anything else money related-
Instead of reading about the importance of having a plan in place, just take a quick look here... Financial Planning
Michelle Kuehner is a Registered Investment Advisor Representative and President of Personal Money Planning. She is also a Certified Credit Counselor and Certified Financial Health Counselor, writes Fix Your Budget blog, and has over 25 years of experience in the financial industry.
No comments:
Post a Comment