Developing the Right Financial Plan Takes These Steps

The View From The Pinnacle

Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.

Click the timestamps below to fast forward to certain points of the episode.

Thing’s You’ll Learn Along Today’s Journey

[1:46] – What happened to financial planning?

[3:05] – Are expectations being set for you?

[4:09] – Why pure planning is a more comprehensive and personal plan.  

[5:38] – Every financial plan should have five components.

[6:05] – Too many advisors are skipping over the most important part of planning.

[6:33] – We’re always trying to come up with the proper tax strategy.

[7:26] – Healthcare as part of the plan.

[8:25] – True planning is as simple as a one-page plan.

[9:33] – What clients have been prioritizing in their financial plan.

Looking Back From The Mountaintop

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