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The Lifetime Income Series: What Exactly *Is* a Financial Plan?

Case Study featuring Kris and Dayna Lindgren: Don’t Repeat Mistakes

The beginning of the year is a great time to do some financial planning, as you are gathering your financial documents for tax preparation time. This week Jim and Cathlyn walk you through what exactly is involved in a financial plan and how they implemented a financial plan for one of Jim’s clients. They discuss various key elements including collecting your data and developing your goals, analyzing and evaluating your financial status and implementing the recommendations of your CFP professional. Jim and Cathlyn also lay out the detailed case study of Kris and Dayna Lindgren. They discuss the Lindgren’s specific situation, their concerns and goals, and how they were able to find solutions to a financial plan with many moving parts.

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