Everyone who sits down with a financial planner has a desire to go from point A to point B, but everyone's point A and point B are different places! Kyle Martin, CFP examines the personal part of personal finance in this episode, outlining the steps that he takes with every client he works with. He stresses that a financial plan is not a static, one-off plan -- it's a living document with a strategy to help you retire well, meet your goals, and, perhaps most importantly, adjust as your life circumstance change. And if there's anything we know about life, it's that change is coming!
Connect with Kyle
Email: kyle@murphyfingroup.com
Web: https://www.murphyfingroup.com
LinkedIn: https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352
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The information discussed on this program is for educational and informational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. All investments involve risk, including the loss or principal. No strategy can assure a profit, protect against loss in declining markets, or guarantee that any objective or goal will be achieved. Please contact your financial professional for more information specific to your situation. Murphy Financial Group 310 S Hale Street Wheaton, IL 60187 (630) 523-0410 Review our Terms of Use: www.commonwealth.com/termsofus
