Today we sit down with Allison Schraf, CFP, Senior Wealth Planner at Cobblestone Capital Advisors to discuss financial planning basics.
- What's a CFP?
- The most common questions financial planners deal with
- Budgets and balance sheets
- How financial plans prepare for recessions and bear markets
- Common mistakes in financial planning
- When someone should seek professional financial planning
- The difference between personal finance and financial planning
- What are the characteristics of those with successful financial plans
- How often should someone update their plan?
- Elder care, medicare, and financial planning
- Tools and organization tactics in financial planning
Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
All content is of a general nature and solely for educational, informational and illustrative purposes.
Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
