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