Epi 221 Financial Planning 101 pt 3

Financial Planning Part 3

Many people talk about Financial Planning but don't know exactly what Financial Planning is. Financial Planning is analyzing a person's current financial state and mapping out a plan to reach a person's financial goals. Retirement planning, college planning dominate most of the conversation when thinking about financial planning, but there is much more that goes into financial planning.

In this episode, we will cover what holistic financial planning is.