What Is A Financial Plan Used For?
With our busy lifestyles, planning for anything more than a few months or years in advance can seem daunting. It’s natural to wonder: What is a financial plan used for?
What’s Included In A Financial Plan
A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions.
The Benefits of a Financial Plan
“FAILING TO PLAN IS PLANNING TO FAIL” While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances, it’s...
What is a Financial Plan?
We all have things that we would like to achieve in our lifetime. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than Cara and Peter in the...
Estate Planning – What to Expect in 2022
Click on the image above to view this video. Estate Planning - What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare...
Keys To Building A Business Authentic To Who You Are
If you want to turn your ideas into reality, transform your business authentic to who you are and design the life you’ve always desired. Then you should watch this discussion between Catherine Magaña, CFP® and Corryn Kivett.
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