The Six Step Planning Process

To-Do List
monthly income

Monthly Financial Planning

In thinking about Monthly Financial Planning, let’s first review. Remember that there are six key areas. The six areas of financial planning are: Cash Flow Planning / Cash Management Risk Management Investment Planning Tax Planning Longer Range / Retirement Planning Estate Planning Here’s what Monthly Financial Planning Looks Like If you have more money coming
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Financial Planning Decisions

All Personal Financial Planning decisions fall into six understandable disciplines. And since most of us don’t like the sound of the word discipline, let’s just say they fall into one of six financial boxes or areas. They are: Cash Flow Planning / Cash Management Risk Management Investment Planning Tax Planning Longer Range / Retirement Planning
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Success

Financial Success Key Concepts

Today I’d like to share two import concepts you need to know in order to have financial success. Did you know that over 95% of Americans are financially uneducated? I’m talking multi-millionaires—people who you thought knew everything just because they have accumulated some wealth. But let me also share that in the course of being
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