Why you don't need a financial plan

Investopoly · Mar 20, 2018 · 6m

It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. “who doesn’t need a financial plan” is to discuss what’s involved in a plan and then you can draw your own conclusions.In this podcast I discuss:• what’s involved in the financial planning process i.e. what outcomes will you enjoy• how to set the two most important goals• how to map out an action plan• what a financial planner will do ongoing (each year).This will give you enough information…