Here’s Why You Need a Financial Plan

January 20, 2019 – On today’s edition of Lifetime Planning, Financial Sense Wealth Management’s Lead Wealth Advisors Becki Sutton, CFA, CFP ® and Aaron Wiegman, CFP ® break down financial planning. They explain what a financial plan actually entails, what kind of conversations you’ll want to have with your advisor and ideal times to consider getting a financial plan. Becki and Aaron explain how creating a plan around your specific needs and situation can help you achieve your goals.

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