You need a financial plan. How do you Create a Financial Plan?
First we need to cover WHO is creating the plan.
Whether you are a DIYer intent on creating your own Financial Plan, or a Delegator looking to hire someone to create it, You/They need 5 Cs to be qualified to make that plan.
The full episode can be found at:
RetireMentorship.com/24
Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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