Seven Financial Planning Stops for Your Map to Security


In the world of financial planning, one size does not fit all. Every individual, couple or family has their own unique dreams, aspirations and financial circumstances. Yet, regardless of your financial situation, there are foundational elements that matter for everyone. These elements lay the groundwork for a secure financial future, ensuring that your financial plan is as unique as your life is.

Because I’m an adviser, friends and acquaintances ask for advice all the time when they find out what I do. People don’t like to talk about money or offer up specifics about their situation — and that’s okay. While diving deep in those conversations isn’t always an opportunity, it has shown me that with just a little information, I can offer foundational financial advice that applies to everyone despite their individual circumstances.

A case: Financial planning … at the pool


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