Your Path to Real Wealth

The Basics of Comprehensive Financial Planning (Ep. 22)

Listen Later

You could have the best financial plan only to worry when dealing with an emergency. How can you avoid feeling uncertain about your plan before that happens?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, focus on what comprehensive financial planning means and what it looks like for clients. They explore strategies to focus a financial plan on the client’s needs and goals while sharing tips to prevent miscommunication with loved ones in case of an emergency.

Jeff and Ben discuss: 

  • The value of a comprehensive financial plan
  • The role of an advisor in building a client’s dream future
  • What’s included in a comprehensive financial plan
  • How estate planning benefits from a comprehensive financial plan
  • And more

    • Connect With Blue Barn Wealth:

    • [email protected]
    • (801) 466-4101
    • Blue Barn Wealth 
    • LinkedIn: Jeff Brimhall
    • LinkedIn: Benjamin Cummings
    • LinkedIn: Blue Barn Wealth
    • Facebook: Blue Barn Wealth
    • Twitter: Blue Barn Wealth
    • Instagram: Blue Barn Wealth
      • ...more
      View all episodesView all episodes
      Download on the App Store
      Your Path to Real WealthBy Blue Barn Wealth