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What is Financial Planning?

Did you know that people who write down their goals are 50% more likely to achieve them? Just by writing them down!

I know this may seem too easy, but you’d be surprised how many people never get clear about what they want—and therefore never write them down, never giving themselves the chance to achieve their goals.

I know you’re different. You want to use your money to pay for your ideal life–i.e., travel every year, build a cash cushion, buy a home, invest for your retirement and more. That’s why doing financial planning year after year is something I preach, because it allows you a way to use your money to fund these goals in your life.

In this week’s Financially Wise Wednesday video, I want to share more of the details about what financial planning is and is not, as well as the common questions I get all the time about it, to help you remember how important ongoing financial planning is.

Then take action today by scheduling your free Discovery Session with me to talk more about how we can work together in a financial planning relationship.

Remember, you deserve to live a life you love using your money, so commit to financial planning and never be afraid to take the leap and ask for help. That’s what I’m here for.

Onward and upward!






The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.