Financial Planning is not about the money itself. It is about what the money will do in your life.
A plan is not a bunch of numbers – it is about your life.
Our clients find that our planning meetings are actually fun.
For example, we ask clients: “What’s important about money to you?” The #1 & #2 answers we get are security and freedom.
They want to know there will always be enough income for their family, for emergencies, or for things important to their lifestyle. Or they want to know they can be free to enjoy life without having to worry about money.
A plan can help you and your family achieve financial security.
This podcast episode will highlight why you DO NOT get financial security by paying off debt and safe investments. It comes from having a huge nest egg.
You’ll learn:
