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The One Page Financial Plan Answers These Questions... Thumbnail

The One Page Financial Plan Answers These Questions...

✅ What should I do when I get my bonus?

✅ How do my stock options work?

✅ How much insurance do I need? Do I have the right type?

✅ How much cash should I keep? Where should I invest my extra funds?

✅ How do I fund my kids education?

✅ How much should I be saving and where?

The long 70 page financial plan is for the financial planner. The financial planners job is to provide a summary of next steps to help you on the path get from where you are to where you want to go.

Remember:  Your goals determine your plan. Your plan determines your portfolio.

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision. 

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