How do you create a financial plan that withstands market volatility and economic fears?

Gary Heldt speaks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors in this episode. With 21 years in wealth management and a background in psychology and education, Melissa shares insights on creating cohesive financial plans that connect all aspects of wealth management. She emphasizes the importance of having trusted professionals who communicate with each other to ensure your financial goals stay on track despite market fluctuations and economic uncertainty.

Key Takeaways

➡️ Create a cohesive plan connecting all financial components

➡️ Build a "bomb shelter" with 3-5 years of accessible funds

➡️ Focus on controllable factors: spending, saving, debt management

➡️ Work with professionals who speak clearly, not in jargon

➡️ Have a cohesive team of advisors who communicate with each other

Notable Quotes

"After somebody's health, their family, their faith, their finances really allow them to do the things they want to do and help the people they want to help."

"What would you do if you knew you couldn't fail?"

How to Reach Melissa

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