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Fifteen Minute Financial Advisor


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