Wondering how to navigate the challenging road of financial planning? Colin and Brian are here to guide you. Inspired by the nursing profession, we have developed a unique financial planning process which begins by assessing your needs. With reflective questions, we encourage you to think about your goals, and together we construct a foundation for your financial plan that addresses your unique needs. Ever considered how your willingness to take on risk affects your financial planning? We tackle the tough conversations around risk management, addressing the societal reluctance around discussing finances, and the potential consequences. We also introduce the concept of 'risk willingness' in investments, sharing strategies to reduce stress in the financial planning process. Drawing parallels with stress relief methods used by nurses, we believe our approach can help make the financial planning process feel less intimidating and more achievable. In the final part of our discussion, we delve into the tactical side of financial planning. We share practical strategies on how to optimise your time and money, from retirement calculators to setting aside an extra 5% a year for your 401k. We stress the importance of considering taxes in the planning process and discuss the potential benefits of Roth 401k contributions. Tune in as we reveal how to strategically plan your finances and steer you away from those who claim to be financial fortune tellers.

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