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April 4, 2023 13 mins

Discover the 5 benefits of financial planning and follow the 6-step process to achieve financial goals, reduce stress, and secure your future.…

Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup

What’s included:  3 Steps to Planning an EPIC Retirement

Step 1:  How will You Spend Your Time?

Step 2:  Identify Your Income & Expenses

Step 3:  Putting it all Together

 

Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website:  https://www.TruNorthWealth.com

 

Episode Summary:

In this episode, we explore the importance of having a solid financial plan for a secure and stress-free future.  Emphasizing 5 advantages of having a financial plan in place, like achieving dreams and goals, having a diversified investment portfolio, gaining confidence in financial decision-making, navigating difficult situations, and taking advantage of opportunities when things go well.

The financial planning process is a series of steps that a financial advisor takes with a client to help them create a customized financial plan that meets their spe

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