The Financial Planning Process - Part 1

Videos
Written By Crystal Lee Butler, MBA

The financial planning process is about organizing your financial life today and then making plans for your financial life in the future. Listen as Russell Rivera talks about how this process works and how to make the most of your planning today for your future.

Topics Discussed:

  • The steps in the financial planning process

  • The role of budget and cash flows

  • The role of understanding where you want to be

  • What are the next steps

You can watch this video and others on the Voice Wealth Management YouTube channel.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
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The Financial Planning Process - Part 2
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What is Financial Planning?