Getting Started: A Financial Plan’s First Steps

Retirement Pathfinder with Barbara Lane & Phil Guske
05/07/2018 11 min Episodio 7
Getting Started: A Financial Plan’s First Steps

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Episode Synopsis

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several thing. Barbara will help you figure out what the right first step is for you.

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