Financial planning is something that each one of us does whether we know it or not. If you are earning an income, paying bills, saving money for a rainy day, and trying to figure out how to stop working one day then you are doing a lot of financial planning.
In this video, I walk you through all the components of a financial plan and bring you behind the scenes of my financial planning software RightCapital to show you how this drives my conversations with clients to ensure that I am looking at all the pieces when it comes to creating a financial plan.
