What Goes Into a Financial Plan?

Don Sowa's MoneyTalk

Financial planning is something that we engage in every day when we budget and save for our various needs, but to experience the true value of financial planning we need to take a step back and look at all of our needs at once, prioritizing them so we can allocate our resources accordingly. Nathan walks us through the process advisors follow when crafting a successful financial plan. Also on MoneyTalk, understanding the different designations held by financial advisors, and Babson College professor, Chris Hennessey, explains some wealth management strategies used by higher net worth investors.
Host: Nathan Beauvais, CFP®, CIMA®; Guest: Chris Hennessey; Air Date: 4/19/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.