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Ep 2: What Exactly is a Financial Plan?
Manage episode 344736540 series 3402937
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On this episode, we want to help you better understand the idea of planning by discussing what is and what isn’t a financial plan? We’ll also take you deeper into our process by highlighting the five worlds of investing and financial planning we focus on.
Your plan is meant to be a compass for the rest of your life so building it with all of these different factors in mind will help give you confidence that you’re heading in the right direction.
Here is some of what you will learn in this episode:
· The biggest misunderstanding people have about what a financial plan is. (2:00)
· What we mean by tax planning and why it’s a big piece of the overall plan. (7:49)
· How legacy planning factors into the decisions we make for clients. (10:54)
· When should you start your financial plan? (18:09)
· Hear some of our favorite financial planning client stories. (23:24)
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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