A comprehensive financial plan serves as the roadmap for one’s financial future. A solid plan can help you prepare for many of life’s expected, and sometimes unexpected, events such as: retirement, college funding, insurance, estate planning and even divorce. Personal financial planning involves detailed conversations about one’s financial goals. Brianne will walk us through what topics are addressed in the initial planning conversation and what to expect throughout the process.
In this episode, Brianne also share with us some of the problems people can encounter if they have failed to properly plan. Listen to some examples of how our financial planning analysts worked together to help these clients.