Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It needs a solid foundation and a clear blueprint before you can begin implementing tactics.
What will it take to plan for a successful retirement and all of the life events along the way? What’s important and why?
Has helped solve complex financial planning for 20+ yrs.
A financial advisor think tank that meets monthly to discuss investment strategies and planning opportunities.
If you don't know the why's for the steps to take in retirement planning, then you will be navigating a path in the dark. Think of this book is a user-friendly why to the how to's of retirement planning and one of the first steps towards retiring successfully.