Create your financial plan, then keep the conversation going: That’s the message of this episode of “I’ve Been Meaning To Do That.” You might know your purpose and what you want to do with your wealth, but you need a plan—a how-to guide—to accomplish your wealth objectives. And that’s just the start. Ongoing discussions with your advisor can keep your financial plan thriving. Truist Wealth’s Kristin Beard and Craig Cascio and host Oscarlyn Elder discuss a step-by-step process for building a road map to your future. They discuss (time stamps are approximate):

• Introducing Kristin and Craig (0:57)

• Financial plans are like road maps (3:43)

• Know the numbers behind your aspirations (6:37)

• How a plan empowers you (08:50)

• Financial plans and the freedom to choose (15:23)

• Components of a financial plan (19:21)

• Assumptions and estimates in your plan (22:11)

• Checking in on your progress (30:15)

• What Craig and Kristin have been meaning to do (35:45)

• Closing thoughts from Oscarlyn (39:38)

The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/hidden-biases-and-what-you-can-do-about-them.

Have a question for Oscarlyn or her guests? Email [email protected].