CFP 1 - GO, Net, Flow

The first steps in creating financial plan are GO, Net, Flow. That is: 1. Get Organized 2. Net Worth 3. Cash Flow The full episode can be found at:

RetireMentorship.com/25 Get your accounts organized, calculate your net worth, and track your income and spending with RightCapital. Organize your financial files with OneDrive. Budget like a pro with YNAB (You Need a Budget). Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

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This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.