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MONEY 101: Introduction to Financial Planning
Manage episode 378573494 series 2910041
İçerik ClearVista Financial tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan ClearVista Financial veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
What is financial planning? It's a question that often leaves people puzzled. But fear not because we break it down for you in this episode. Financial planning isn't one-size-fits-all; it's about understanding your money habits and crafting a fluid plan to reach your unique goals. Our expert financial advisors define a working definition for financial planning, emphasize its benefits, and share common tools and financial goals. Tune in to discover how you can pave your own path to financial freedom, one step at a time.
OTHER CONTENT YOU MAY LIKE:
👉 7 Financial Habits to Incorporate into Your Life This Fall
👉 INVESTMENT PLAYBOOK: Understanding Different Investment Options & Strategies
👉 MARKET UPDATE: September 2023
👉 Retirement Saving Strategies from the Book of Proverbs
👉 SELECTING YOUR FINANCIAL DREAM TEAM: Who you Need to Fill Out Your Financial Team
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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