6 Critical Elements of any Financial Plan

Happy World Financial Planning Day! Here are 6 critical things that any financial plan should include. They are:
Goals and purpose
Cash Flow Analysis
Investments
Tax Planning
Insurance and Risk
Estate Planning

It's also Day 5 of my October video challenge. You can follow along at @Next Mission Financial Planning . Subscribe to get updates when I post new content.

You can schedule a Discovery Call at my website: https://nextmissionfinancialplanning.com/

Or subscribe to my newsletter: https://nextmissionfinancialplanning.com/newsletter/

World Financial Planning Day - 20 Ways To Jump-Start Your Financial Future:
https://worldfpday.org/wp-content/uploads/2021/06/210601_art_20Things_WFPD-Branding.pdf

#financialplanning #financialfreedom #worldfinancialplanningday