To many, "Financial Planning" is a frustratingly abstract process. It can be challenging to wrap your head around what it covers and whether or not it's something you could benefit from.
The culprit of this 'abstractness' is financial planning looks TOTALLY different for everyone! We all have a unique subset of financial means and goals. This is why no two financial plans are identical.
In this video, I cover 5 real-life examples of how I've helped Millennials through the process of financial planning. You can use the chapters below to navigate to a topic of interest:
00:46 - Recalbrating savings rates for long-term goals 01:32 - Solving the 'crack money' problem - the money that we should have left over each month, but somehow don't 03:04 - Finding the right vehicle for short-term savings goals 04:22 - Making sure your family is taken care of (financially) 05:58 - Debt management
Reach out to me at [email protected] if you have any questions. Thanks for watching and I hope you enjoy!
