Financial & Budget Planning

Let’s talk a little about Financial and Budget Planning.  If you haven’t already please check out the Tax and Financial Planning Package that we create for our clients every year in your client’s portal account. Planning for the future brings up important topics like how do we prepare for future years, how do we budget in light of what we made last year, do we have enough to buy a home?, are we overspending?, do we need estate planning? and more.

Podcast: Play in new window | Download (Duration: 11:33 — 9.1MB)