Why you NEED a Financial Plan...





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 Our Budget blog, and has over 25 years of experience in the financial industry.

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