Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it’s crucial to review your portfolio and its structure to best fit your goals. In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your advisor are hitting the right components of … Continue reading Checklist: Here Are The Components of a Planning Process  (Ep. 33) →

Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it’s crucial to review your portfolio and its structure to best fit your goals. In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your advisor are hitting the right components of … Continue reading Checklist: Here Are The Components of a Planning Process (Ep. 33) →

Checklist: Here Are The Components of a Planning Process  (Ep. 33)

Money is just a tool to achieve the things you want in life –– a tool to make the decision to live your life on purpose. Jose Feliciano, president of Feliciano Financial, and his brother Jeff Feliciano, executive vice president, draw from years of experience to demonstrate that when your money aligns with your goals, you can live a purposeful life. Because when your vision is clear, your decision is easy.

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Checklist: Here Are The Components of a Planning Process (Ep. 33)

Checklist: Here Are The Components of a Planning Process (Ep. 33)