Financial planning is often talked about but rarely understood. Most often, people think I mean investing money and growing portfolios. Others think planning has to do with insurance. While those are important, neither is planning. It’s actually kind of rare for someone to say something like “Oh, you mean you help people figure out how to achieve their goals, right?”
A goal is simply a dream with a deadline.
- College funding? Deadline.
- Retirement? Deadline.
- That special purchase? Deadline.
I encourage you to watch this video. It’s short and it explains planning for your goals much better than I can explain it. Not only that, after you watch, you’ll probably know more about financial planning than most!