By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life. In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they notice in clients’ plans, and how they address these gaps. … Continue reading 20. This is How to Write An Effective Financial Plan →

Podcast: Play in new window | Download

Subscribe: RSS