Financial Plan

Send us a text

A simple approach to getting a financial plan in place. Financial plan will help track goals, set spending limits and get an emergency fund into place. Financial plan help identify your short comings with finances and directs movement to a better place. 

Article Links:

https://www.schwab.com/resource-center/insights/content/10-steps-to-diy-financial-plan By Carrie Schwab-Pomerantz

https://savology.com/6-benefits-of-financial-planning By Sam Jones AFC

Support the show

Please support the show by subscribing, can cancel at any time. Thanks for the support.

• Subscription page: https://www.buzzsprout.com/961804/support
• Contact: [email protected]
• Wanting Budget Spreadsheet Place Spreadsheet as Subject
• https://Happygiraffe.org/live
• https://www.shopfinancial.com/lantianbaiyu/

All other inquires place topic into Subject.