Скачать или смотреть What is the financial planning process and who needs a financial plan?

Discover how to become financially independent without giving up lattes or living on bread and water.

I invite you to check out this short video covering the financial planning process. In this video you’ll discover:
• Setting short- & long-term goals.
• Making financial decisions.
• Financial considerations related to age.
• The 7 steps of the financial planning process.
• Who a financial plan is for.

So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video.

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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.