Blog

WIN | Personal Finance Q&A

by Savvysite | Nov 29, 2023 | Financial Planning, Investing, SWWM

We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that...

How Much Money Do I Need To Retire Comfortably?

by Savvysite | Nov 27, 2023 | Financial Planning, Proactive Wealth Process, SWWM

Wondering how much you need to retire comfortably? If so you should check out this video. So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video. FREE Webinar: Becoming a...

What Is The Financial Planning Process

by Savvysite | Sep 6, 2023 | Financial Planning

Discover how to become financially independent without giving up lattes or living on bread and water.
I invite you to check out this short video covering the financial planning process.

What Is The Most Important Part Of A Financial Plan?

by Savvysite | Aug 22, 2023 | Financial Planning, SWWM

Whether it’s getting an education, running a marathon, or losing weight, most people perform best with a clear goal and timetable. The same applies to financial success. In today’s fast-paced world, where financial goals and aspirations evolve, a well-thought-out...

What Is A Financial Plan Used For?

by Savvysite | May 3, 2023 | Financial Planning

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?