Whether you like it or not, everyone has a financial plan. Not doing anything is a financial plan. Planning by yourself using simple or complex software is financial planning. Working with a financial professional to help build a financial plan is financial planning.
There is nothing wrong with wanting to create a financial plan on your own. However, it can be tricky trying to figure out how to get started and what actions are needed to move forward.
So, in this episode, Derek walks through the 5 steps he believes any individuals can take to create their own financial plans.
