Every piece of the pie is important.
In a comprehensive financial planning process, there are 8 important pieces:
• financial goals
• budgeting
• savings plan
• investment strategy
• retirement planning
• tax planning
• risk management and
• estate planning
If any piece is removed, the plan is incomplete.
To consider only one piece without regard to the other 7 is to ignore the richness that is baked in to a well-thought out recipe for your life.
Every family’s recipe is slightly different based on their unique circumstances.
When was the last time that you considered all 8 pieces of your financial pie?
Today is the perfect day to start the conversation! Message me to schedule a call
#wholepie #financialplanning #process #financialgoals #budgeting #savings #investmentstrategy #retirement #taxplanning #riskmanagement #estateplanning #whatsnext? #beready!
Every piece of the pie is important
|
March 17, 2023