Preview Mode Links will not work in preview mode

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