The Financial Planning Process - Part 1

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.