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Listen "What Is A Financial Plan?"
Episode Synopsis
What is a financial plan, and do you need one? What does it look like, and what does it do?
If you have investments but don't have a financial plan, you're shortchanging yourself. And if you already get your investments at the bank or through an advisor and don't have a plan, why haven't they done that for you?
Book an appointment with Brad to learn more: Brad's Online Booking Calendar.
There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: The Simple Plan Community.
Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: https://go.getthesimpleplan.com/subscribe
If you have investments but don't have a financial plan, you're shortchanging yourself. And if you already get your investments at the bank or through an advisor and don't have a plan, why haven't they done that for you?
Book an appointment with Brad to learn more: Brad's Online Booking Calendar.
There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: The Simple Plan Community.
Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: https://go.getthesimpleplan.com/subscribe
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