Historically, the phrase “financial plan” conjured up images of a 200 page book filled with charts and spreadsheets. While they contained valuable information, often times they were reviewed once then put on the shelf to collect dust.

Today, new technology and a better understanding of how people consume information have combined to make the financial planning process a practical and effective way to plan for your future.

Listen as Bill Keen discusses what “financial planning” looks like today and how having a plan and updating it regularly could be your ticket to financial freedom.