Ken cuts it down to brass tacks. Now that you know the ropes for asset cultivation, it’s time to put together a game plan that will outline how you’ll accomplish your goal. A financial plan will reveal where you are on track and what short comings you may have. Ken breaks down the process and key elements of a financial plan. Where are you, what are your priorities, build out a plan centered around these points. Ken covers all the touch points of financial planning and how to construct one.

 

Resources for finding a fee-only fiduciary professional to help you build your comprehensive financial plan:    Garrett Planning Network - https://garrettplanningnetwork.com/   XY Planning Network - https://www.xyplanningnetwork.com/