The 5 Steps to a Solid Financial Plan

Jackie Campbell and Monica Haberlin detail the 5 Steps to a Solid Financial Plan:  1) Income Plan 2) Smart Tax Plan 3) Solid Wealth Plan 4) Financial Planning Meets Legacy Planning 5) Long term Healthcare Plan Plus why a DIY Retirement Plan is harder than it looks and what to expect in your first visit with Jackie.  For more information or to schedule a consultation, visit www.mycampbellandco.com