Dec 31, 2018
Getting started on your own financial plan is a great way to start your New Year on the right track. In the first episode of 2019, we cover 5 steps (plus a bonus) with actionable ideas so you can start your own financial plan. The steps are: Cash Flow Planning, Risk Management, Financial Independence, Tax Planning and Investment Planning.
The Bonus is a quick thought on estate planning and wills.
You control money, or money controls you.
Questions? Tweet me @15MinuteFA