Focusing on the Five F’s: A Holistic Approach to Financial Planning
– The RIA Podcast with Seth Greene Episode 154 Curtis Stowers Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ.
Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process.
Listen to this insightful RIA episode with Curtis Stowers about using a holistic approach to financial planning. Here is what to expect on this week’s show: - How the biggest mistake clients make is not optimizing their tax planning opportunities while investing without a clear strategy. - Why procrastinating your financial planning is a bad idea. - How people should focus on all five F’s – faith, family, friends, fitness, and finance. - Why it’s vital to stay ahead of the curve by staying on top of industry changes. - How financial planning should be used as a tool to help clients achieve their goals and live their lives to the fullest.
