Jackie Campbell and Monica Haberlin detail the 5 Steps to a Solid Financial Plan: 

1) Income Plan

2) Smart Tax Plan

3) Solid Wealth Plan

4) Financial Planning Meets Legacy Planning

5) Long term Healthcare Plan

Plus why a DIY Retirement Plan is harder than it looks and what to expect in your first visit with Jackie. 

For more information or to schedule a consultation, visit www.mycampbellandco.com