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Episode 3:  As a Certified Financial Planner, Jeb Jarrell is going to provide a 2-part series on basic personal finance and financial planning.  This discussion will outline the elements of a personal financial plan, relevant to any young professional.  Let's join Jeb to learn more.

Creating an investment strategy is actually Step 3, but it's the one everyone seems to think of first.  It should all begin with a serious effort aimed at goal setting.  This includes the short, medium and long-term goals for you and your family's future.  Managing your cash flow also comes before investing.  That would include an emergency fund to enable you to weather a storm, should it arise.

 

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If you'd like more information about Jeb Jarrell and his firm, visit Jeb's website at PlentifulWealth.com.  You can also follow him on Facebook.

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