Comprehensive Financial Planning:
What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values.
Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this kind of approach?
While the phrase may seem ambiguous to some, it can be simply defined.
Comprehensive financial planning is about
What It Is, Why It Matters
Money Habits That May
Help You Become Wealthier
Financially speaking, what do some households do right?
Why do some households tread water financially while others make progress?
Does it come down to habits?
Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better financial shape in the long run than other households.
Some families see themselves as savers, others as spenders. The spenders may enjoy affluence now, but they also may be setting themselves up for financial struggles down the road. The savers better position themselves for financial emergencies and the creation of wealth.
Help You Become Wealthier
